There are two advised investment services available through the Tilney Bestinvest group – Bestinvest’s Investment Advisory Service and Tilney’s Portfolio Advisory Service. The two services offer different levels of support but they both allow investors to manage their own investments while receiving personalised advice from our large team of professional investment advisers.
Bestinvest’s Investment Advisory Service
The Investment Advisory Service was founded in 1986 and has been named Best Advisory Service at the City of London Wealth Management Awards in both 2016 and 2015. Advisers and clients initially discuss their aims, requirements and attitude to investment risk to establish which of Tilney Bestinvest’s asset models is most appropriate to their situation. These models are based on the output of Tilney Bestinvest’s research department and are reviewed at quarterly asset allocation meetings.
The adviser then recommends a bespoke portfolio of investments that matches this asset model and more specifically the client’s individual requirements. Usually, the service continues with the adviser giving the client ongoing advice on their investment decisions. This includes proactive contact when the company view of a particular investment changes, and an annual review of the client’s portfolio to ensure it continues to meet their needs. Clients also make use of the extensive investment research available on the Bestinvest website.
One-off advice is also available for investors who would prefer not to receive ongoing support with their investment decisions.
Tilney’s Portfolio Advisory Service
The Tilney Portfolio Advisory Service offers personalised advice on a transaction-by-transaction basis. Advisers initially work with clients to understand their requirements, objectives and attitude to risk. They then give pre-trade advice on specific investment decisions, with no reference to an overall asset allocation and without actively reviewing the client’s portfolio.
As with the Investment Advisory Service, clients of the Portfolio Advisory Service benefit from the latest investment ideas and output from Tilney Bestinvest’s investment office and research department.