Tilney creates new role for further expansion in the Charity Sector

13 February 2017

Nicholas Pearson O.B.E joins as Head of Charity Business Development 

Leading UK investment management and financial planning group Tilney is pleased to announce that it has appointed Nicholas Pearson O.B.E as Head of Charity Business Development. This is a newly created position at Tilney to help the firm further bolster its growing presence in the charity investment management space.

Nicholas is a considerable figure in the charities investment management industry who was awarded the Order of the British Empire (O.B.E.) in 2002 for his services to the Charities Sector. He has over forty years of experience in the City and pioneered the development of professional and tailored services to Charities. At Cazenove, Nicholas established the first ever dedicated Charity division at an investment management firm, where under his auspices funds grew to £3.5 billion on behalf of 550 charities. He also designed and set up two Common Investment Funds in 1989 alongside the Charities Aid Foundation. He also helped to set up the Charities Investors Group twenty years ago, of which he is now President.

Paul Frame, Head of Charities, commented: “As we look to build on our established reputation for managing and advising investments for charitable organisations at Tilney, we are delighted to have someone of the gravitas and calibre of Nicholas to join our fold. Nicholas’ knowledge and experience of working within the third sector is second to none and we are thrilled that he is joining our experienced investment team to assist our growth ambitions in this area.”

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Important information

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About Tilney

Tilney is a leading investment and financial planning group that builds on a heritage of more than 180 years.  Our clients are private investors, charities and professional intermediaries who trust us with over £23 billion of their assets. We offer a range of services including financial planning, investment management and advice and, through our Bestinvest service, a leading online platform for those who prefer to manage their own investments.

We have won numerous awards. Tilney has been awarded Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards, Best Advisory Service in the 2015 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. Bestinvest was voted Best SIPP Provider and Best Fund Platform at the 2017 City of London Wealth Management Awards, Best Direct SIPP Provider at the YourMoney.com Awards 2017, Best Stocks & Shares ISA Provider at the 2017 Shares Awards, as well as Best Self Select ISA Provider, Best Online/Execution-only Stockbroker and Best Investment Platform 2017 at the FT and Investors Chronicle Investment and Wealth Management Awards, as voted by readers of the FT and Investors Chronicle.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across our network of 30 offices, enabling us to support clients with a local service throughout the UK.