Intermediaries

Tilney for Intermediaries works in partnership with financial advisers to provide investment management solutions for their clients.

This service is provided by a dedicated UK-wide team with a wealth of expertise in understanding the adviser marketplace. It allows financial adviser clients to benefit from ongoing active management of their investments by highly qualified investment managers.

The flexibility to work with advisers in different ways

  • Its Adviser Model enables Tilney for Intermediaries to provide investment management to clients to a mandate selected by the adviser. With this model, Tilney for Intermediaries is responsible for arranging custody and reporting and investment management.
  • The Introducer Model provides both investment advice and investment management to clients introduced by intermediaries. With this model, Tilney for Intermediaries therefore takes responsibility, from a legal standpoint, for the suitability of the service, investment mandate and investments held within the portfolio.

A wide range of investment solutions

The Tilney for Intermediaries service also provides a wide range of investment solutions. These include a bespoke discretionary service for clients with £200,000 or more, a segregated model portfolio service and a unitised managed portfolio service. It also offers Advanced Passive Portfolios, which are portfolios of traditional tracker funds and new advanced passive investments that are actively managed by experts.

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