Tilney for Professionals surpasses £2bn AUM

25 July 2017
 

Leading UK investment management group Tilney is pleased to announce that its Tilney for Professionals division has surpassed the milestone of £2bn assets under management through external advisers. The team rebranded to Tilney for Professionals earlier in the year to recognise that its key relationship base of professionals included IFAs as well as other service firms such as consultants, lawyers and accountants in the UK and overseas.

Following the rebrand in January, the Tilney for Professionals team has expanded through three new recruits in targeted locations such as Scotland, Leeds and Liverpool, with more hires soon to be announced. They made key strategic partnerships with regional IFAs through their 20+ office network, as well as being selected for investment panels where historically the traditional national investment brands have rarely been challenged. This brings the number of IFA relationships who have referred clients to Tilney for investment management to over 300.

Craig Wright, Head of Business Development at Tilney for Professionals, commented: “I am delighted that we have surpassed such a significant milestone. The key differentiator to success is definitely the personalised service we give to our professional advisers. However, we do not wish to rest on our laurels, rather we want to keep on building relationships. Next step - £3bn!”

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Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This press release does not constitute personal advice.

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.