Tilney’s Investment Advisory Service Hits £1 Billion AuM

15 June 2017
 

Leading UK investment management and financial planning firm Tilney Group is pleased to announce that it has reached the significant milestone of £1bn of assets under management in its award-winning* Investment Advisory Service (IAS).

IAS is designed for clients with portfolios of £100,000 upwards who wish to retain control over their investment decisions but benefit from the support of a dedicated professional investment adviser who will make bespoke recommendations on asset allocation and investment selection based on the client’s goals and risk portfolio. A typical IAS portfolio will include 20 -25 funds and be invested on a multi-asset basis, leveraging the same research platform that underpins Tilney’s discretionary asset management services.

The IAS team is based in the Group’s Mayfair office and is led by Sam Coppin, Head of Investment Advisory who has been with the group for 13-years. The team is made up of 14 advisers, many of whom have over a decade of experience, who advise around 2,500 clients.

Sam Coppin, Head of Investment Advisory, commented:

“The team has worked incredibly hard to achieve this milestone of £1bn AuM which also demonstrates there is continued demand from clients for investment advisory services alongside the growth in discretionary asset management. One of the benefits of Tilney’s scale and breadth of proposition is our ability to offer clients a range of services to suit their needs and preferences, whether they want investment advice, discretionary management, prefer to self-manage a portfolio online all of which can be accompanied by financial planning advice.

“I believe one of the main drivers behind the growth in IAS is that we never forget our bread and butter existing clients who stay with us for many years and continue to place new business with us alongside healthy growth in new clients. I'm incredibly optimistic about the rest of the year and beyond. Next stop £2 Billion!”

-ENDS –

*Tilney has been awarded the Best Advisory Service in the City of London Wealth Management Awards for both 2016 and 2015.

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 is not advice to invest or to use our services.

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.