Established more than 180 years ago, Tilney is a company with a long and proud history of managing money on behalf of individuals, families and charities. Today it is one of the UK’s leading investment and financial planning firms with £11 billion in client assets.
Tilney provides an award-winning investment management service to clients across the UK. Its full discretionary service enables clients to delegate the responsibility for the day-to-day management of investments to Tilney’s highly qualified and experienced investment managers in line with a pre-agreed set of objectives. Tilney also provides a Managed Portfolio Service and Multi-asset Portfolios. All investment solutions are underpinned by a robust and disciplined investment process that has been developed and is overseen by the Tilney Bestinvest Chief Investment Officer.
A US service
In addition to providing investment management services to individuals and families in the UK, Tilney works with individuals, trusts and companies with connections to the US. Its specialist team has developed a range of investment strategies to meet the needs of clients with different tax and residential situations.
Investment management for charities
Tilney has had a strong focus on supporting charities throughout its history and today has a dedicated UK-wide charities service. Against an increasingly complex regulatory backdrop for charity trustees, it creates investment solutions to match a charity’s circumstances and ambitions.
Demand for high-quality financial advice has grown significantly in recent years because of developments such as pension freedoms and a shakeup of the industry following the Retail Distribution Review (RDR). To meet this demand, Tilney has invested heavily in further developing its long-established, award-winning financial planning service. It now employs a large team of highly qualified financial planners across the UK so wherever a client lives, Tilney can provide a professional with the expertise to handle even the most complex financial situations.
Wherever in the UK a client lives, Tilney has financial planners with the expertise to handle even the most complex financial situations.
Tilney’s financial planners support clients in meeting objectives such as planning for retirement or generating an investment income as well as creating comprehensive financial plans for their futures.
Two specialists working together
A distinctive feature of Tilney and one that sets it apart from many of its competitors, is that its financial planners and investment managers can work hand-in-hand to design strategies to help clients define and achieve their lifestyle and wealth goals.
Awards for Tilney’s service
Readers of the Financial Times and Investors Chronicle voted the company Best Stockbroker of the Year in 2015, 2014, 2013 and 2011. In 2016, Tilney’s investment management expertise was also recognised when it was named winner in the Investment Performance – Cautious Portfolios category at the prestigious PAM Awards 2016 run by Private Asset Managers.
Past performance is not a reliable indicator of future returns