Tilney continues recruitment drive in the North of England11 July 2017
Business Development Director appointed
Leading UK investment management group Tilney has continued with its major recruitment drive with the addition of Jim Clay. Jim joins the company as a Business Development Director covering the North East and Yorkshire will operate out of Tilney’s Newcastle and Leeds offices.
Jim joins from Heartwood, a discretionary fund manager, where he was client director for intermediaries. There he was responsible for developing and supporting relationships with financial planning firms in the North of England. He has also held positions at Pershing, CoFunds and SEI Investments.
At Tilney, Jim will continue to work with a number of financial planning and advice firms to support the sustained growth of the Tilney for Professionals business, as well as working with solicitors, accountants, the trustee community, US professionals and investment consultants.
Craig Wright, Head of Business Development at Tilney for Professionals, commented: “Jim has a record of building and maintaining great relationships with clients and professional connections. In a business where the strength of these relationships is at the heart of everything we do, this is a vital quality and I am delighted to welcome Jim into our fold. As we look to continue our expansion due to the increasing demand for Tilney’s investment services to the professional and adviser community, we will be looking for other candidates of his calibre.”
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.