Tilney Bestinvest nurtures Liverpool's future investment professionals

20 July 2016

Leading investment management and financial planning group Tilney Bestinvest welcomed four students from schools across Liverpool into their office in the iconic Royal Liver Building, as part of the Chartered Institute for Securities & Investment’s (CISI) second annual Investment Management Insight work experience week. 

Running from the 4th to 8th July, the students undertook structured work placements that provided insight into the day-to-day business activity of the investment management industry. The students met professionals from all sections of the company and attended workshops which saw them develop key skills like networking, trading and ethical integrity to improve their future employability.

The culmination of the week was an event at Tilney Bestinvest’s grade-II listed offices held on the evening of Friday 8th, where 27 students gathered, all of whom had been undertaking work experience at various financial services firms around Liverpool, amongst a total attendance of nearly 70. Speaking at the event was author and Financial Times columnist Gillian Tett, who provided an insightful and thought-provoking presentation before awarding prizes to the outstanding students from the course of the week.

James Charlton, Tilney fund manager and President of the CISI Liverpool, Chester & North Wales branch said: “The work experience programme puts an emphasis on the important practical skills needed for a career in financial services. At Tilney Bestinvest, we are proud to be supporting the initiative and the development of the region’s next generation of talented investment professionals.

“As a committee member it never ceases to amaze me how passionate our members are about the education and development of young people and helping ensure the second annual Investment Management Insight Week was a resounding success. It is widely recognised that if you’re seeking a career in wealth management outside of London, then Liverpool is the place to be, and we are committed to the continued education, development and retention of the city’s brightest students.”



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About Tilney

Tilney is a leading investment and financial planning firm that builds on a heritage of more than 150 years. The Tilney Group operates under the Tilney brand for Investment Management and Financial Planning and Bestinvest for execution-only investing. We look after more than £22 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.

We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.

We have won numerous awards including Best Fund Platform and Best SIPP Provider at the 2017 City of London Wealth Management Awards; Investment Award – Cautious category in the Private Asset Management Awards; and Stockbroker of the Year, Execution-only Stockbroker of the Year and Self-select ISA Provider of the Year 2015, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.

Headquartered in Mayfair, London, Tilney Group employs over 1,000 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.