Tilney ramps up recruitment drive with new hire21 September 2018
Financial Planner appointed in London
Leading UK investment management and financial planning group Tilney has appointed Duncan Budd as a financial planner. Duncan will join the team in the company’s office in New Street Square in London.
Duncan joins from DB financial – the firm he established 11 years ago to look after high net worth individuals who value the transparency of being managed independently from the private banks. Prior to this he spent 5 years in Singapore, first as vice president at Lloyds Private Client Bank, and more recently as senior vice president at Schroders Private Bank.
In Tilney’s London team, Duncan will deliver advice as part of the firm’s ‘two expert’ approach which sees financial planners paired alongside the firm’s investment managers to provide a high quality integrated wealth management service to clients.
Richard Dawes, regional head of financial planning at Tilney, said, says: “Duncan has spent the past 28 years in the industry, forging strong bonds with clients across the globe. His wealth of expertise will be invaluable to both the team in London and the company as a whole as we continue to strengthen our presence across the country.
“As we look to continue growing our regional teams, it is very pleasing that we can attract someone of Duncan’s calibre and I am delighted to welcome him to 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.