Tilney’s Managed Portfolio Service added to James Hay platform

19 August 2015

Tilney for Intermediaries, the discretionary investment manager for intermediaries, can announce that from 19 August the group’s nine Managed Portfolio Service (MPS)[1] model portfolios will be available for financial advisers to access via the James Hay Managed Portfolio Panel.

The newly-launched James Hay Managed Portfolio Panel offers advisers access to a wide variety of leading discretionary management solutions, representing a cross section of strategies, themes and underlying funds. Tilney’s move to join forces with the James Hay Partnership follows the announcement in May that the firm’s MPS portfolios are also available via the Standard Life Wrap DFM Investment Hub.

The nine Tilney MPS models available on the James Hay Managed Portfolio Panel range from ‘Defensive’ for the most risk-averse to ‘Maximum Growth’ for the most risk-seeking. The models are available for advisers to invest in via the platform at a competitive annual management fee of 0.3% +VAT.

Each of the models make use of the Tilney group’s extensive research, analysis and fund selection and are periodically rebalanced to meet the specific asset allocation for each strategy. The nine models have also been mapped against two leading third-party risk mapping tools; FinaMetrica and Distribution Technology, an important consideration for an adviser’s suitability process.

Miles Robinson, Head of Tilney for Intermediaries, said: “We are delighted to add Tilney’s Managed Portfolio Service models to the James Hay Managed Portfolio Panel, as we take another step in responding to the feedback from the financial planners we work with.  Our ambition is to offer our expertise in a fashion that is complementary to the needs of advisers and often significant benefits can be gained for advisers and clients by using a platform.”

“We continue to look at ways of working with financial advisers to offer them the most convenient and cost efficient way of accessing the highest level of investment services for their clients. Our objective is simply to behave in a manner that leads to a better outcome for advisers and their clients.”

More information on the James Hay Managed Portfolio Panel can be found here https://www.jameshay.co.uk/looking-for-information/investments/managed-portfolio-panel/

[1] The Managed Portfolio Service (MPS) is provided by the Tilney Bestinvest Group

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For a photograph of Miles Robinson please email matthew.gray@tilneybestinvest.co.uk


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. If you are in doubt as to the suitability of an investment please contact us, or your adviser.

Prevailing tax rates and reliefs are dependent on your individual circumstances and are subject to change. Past performance is not a guide to future performance.

Press contacts:

Jason Hollands
020 7189 9919
07768 661382

Matthew Gray
0207 189 2492

About Tilney for Intermediaries

Tilney for Intermediaries is a leading discretionary fund manager. We have been supporting financial advisers and their clients since the 1990s, building on Tilney’s 150 year heritage supporting individuals, families and charities achieve their investment goals.

Today we operate across the United Kingdom, with investment management teams based in Birmingham, Edinburgh, Glasgow, Liverpool and London.

We offer a broad suite of investment solutions to financial advisers and their clients, including tailor-made portfolios, a segregated model portfolio service with nine strategies to suit different risks and a range of five unitised multi-asset funds. For further information, please visit: www.tilney.co.uk

The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ.

[1] The Managed Portfolio Service (MPS) is provided by the Tilney Bestinvest Group

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.