Meeting your needs

Expert

Our disciplined investment process seeks to identify a range of companies, diversified across industries, with more defensive characteristics, on average, than the index of AIM companies.

Robust

We manage portfolios on a discretionary basis, assessing the business model and growth potential of AIM companies which meet our investment criteria, relative to analysts’ forecasts and valuations.

Tax-efficient

Our in-house tax specialists assess the eligibility of the selected AIM companies for BPR, while our investment managers closely monitor the qualifying status of the portfolio to ensure it complies with the tax exemptions currently available.

Personalised

You will have access to our investment management team as required and your clients will receive personalised quarterly performance reporting, an annual capital gains and income tax pack, and online portfolio access.

AIM brochure and factsheet

View our latest Tilney AIM Portfolio service brochure and factsheet: