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.