At Tilney, our primary objective is to provide you with an investment proposition that complements the service you already deliver to your clients. We respect the integral role that you have as their adviser and appreciate that investment management represents one part of the financial plan you create.

We understand the challenges you face and by working in partnership we can help you provide your clients with a truly enhanced investment management service.

Award winning

In 2019 Tilney was named Best Overall Large Firm at the Citywire Wealth Manager Investment Performance Awards. The award recognises the strength of the risk-adjusted returns we have delivered for our clients.

Our services

We have several investment services, each underpinned by a disciplined investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals..

Bespoke Investment Management

Our flagship investment management service is intended for clients with £250,000 and above, where a tailored portfolio is most appropriate to meet their specific goals.

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Managed Portfolio Service

A range of managed portfolios, spanning lower risk to full equity risk.

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Sustainable Managed Portfolio Service

A range of risk rated models demonstrating Environmental, Social, Governance (ESG) and Sustainable credentials.

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Model Portfolios on Platform

Our Model Portfolios on Platform service is built for advisers looking to access the Tilney investment approach via the wrap platform of their choice.

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Additional Services

Here are some of the other services we provide.

Our Funds

We offer a wide choice of funds, specifically designed to provide cost-effective access to our investment expertise.

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AIM portfolio service

AIM portfolio service - An AIM portfolio offers your clients the opportunity to reduce the inheritance tax (IHT) payable by their estates on death, while maintaining access to capital and income.

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Contact us

Get in touch with a member of our team to find out how we can help you and your clients.

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