Tilney starts building Investment Management team in Bristol

07 February 2017

Leading UK investment management and financial planning group Tilney is pleased to announce that it has appointed Justin Ogilvie as Investment Manager in the company’s Bristol office. Ogilvie will be the first Investment Manager in Tilney’s Bristol office where there is a well-established financial planning team. The firm is looking to make further Investment Management hires in Bristol as part of its UK-wide recruitment drive.

Justin is an experienced and dedicated investment manager, with over 20 years’ experience. He started his career in institutional sales at Cazenove & Co and has since worked in private client investment management for Greig Middleton, which became Gerrard and then Barclays Wealth. Most recently, he was a senior investment manager at Smith & Williamson’ – a role he held for over nine years. He is a Fellow of the Chartered Institute for Securities and Investment.

Alan Edwards, Head of Investment Management for England, commented: “Justin is a highly experienced investment manager and has considerable experience developing client relationships. The development of a local Investment Management presence in Bristol will help reinforce Tilney’s “two expert” approach to supporting clients with both financial planning advice and tailored investment management. As we look to expand our business, we will be looking for investment managers of the highest calibre.”

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.