Tilney starts building Investment Management team in Bristol07 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.”
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.