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 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.