Tilney creates new role for further expansion in the Charity Sector13 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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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.