Tilney has supported charity clients throughout its 180-year history. During this time its business has grown and evolved and Tilney now operates a large, dedicated charities team across the UK. This team works with a wide range of charities, with very different investment principles and aspirations, to help them make sound investment decisions.

Tilney offers both discretionary and, where more appropriate, advisory services to meet the different requirements of charity clients.

Discretionary services for charities

With the discretionary investment management service, clients receive a customised investment solution that meets the precise needs of their individual charity. This service gives charities access to some of the most highly qualified and talented investment managers in the UK.

Advisory services for charities

Under the advisory arrangement, charity clients receive advice but the final investment decision lies with trustees.

Both services make full use of Tilney’s extensive research capabilities, in-depth analysis and expert investment selection.