At Tilney we are delighted to have been named as the UK’s top-performing private client wealth manager. In a snapshot of the industry published by the Financial Times, Tilney took the top spot for the best-performing average balanced portfolio.
The highest cumulative returns for an average balanced portfolio
Our average balanced portfolio delivered cumulative returns of 54.6% over five years (net of fees). This put us ahead of 33 other private client wealth managers, each of whose performance had been surveyed by Wealth-X and independently verified by Asset Risk Consultants.
Do you need expert help with your investments?
We have a range of investment management and advisory services, each underpinned by the same rigorous investment process.
However much involvement you want with your investments, we can create a portfolio that is tailored to your individual needs and is built on the expertise of our Chief Investment Officer and his large team. We make sure your portfolio always remains suitable – either by managing it for you or giving you advice on all your investment decisions.
This article was previously published on Tilney prior to the launch of Evelyn Partners.