Tilney Bestinvest strengthens Scottish leadership team

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Julia Grimes
Published: 22 Oct 2015 Updated: 03 May 2016

For immediate release
22 October 2015

Tilney Bestinvest strengthens Scottish leadership team

Tilney Bestinvest, the award winning investment and financial planning group, has strengthened its management team in Scotland with the recruitment of Harry Morgan to the new role of Director, Key Clients Scotland. He will report to Paul Frame who has been given overall responsibility for development of the group’s Scottish business as Managing Director, Scotland.

Harry Morgan is a prominent figure in the Edinburgh private client investment management scene and joins Tilney Bestinvest from Anderson Strathern Asset Management where he was Chief Investment Officer. He has over 25-years’ experience managing portfolios for private clients and charities and during his career he has served as Head of Investment Management at Adam & Company, and Head of Private Investment Management for Newton in Scotland.

Mr. Morgan has served as a non-executive director of Mid Wynd International Investment Trust since 2012 and was elected a board member of the Association of Investment Companies in 2014. Mr. Morgan is a Chartered Fellow of the Chartered Institute of Securities & Investment, holds an MBA with Distinction from Edinburgh Business School and is a graduate of the University of Cambridge.

Paul Frame, Managing Director, Scotland at Tilney Bestinvest commented: “Harry is a high calibre hire and I am delighted to welcome him to Tilney Bestinvest. With 55 people in Edinburgh and Glasgow responsible for over £1.5 billion of assets, we already have a significant presence in Scotland and have been investing in the business with seven new hires since summer last year.

“We are deeply committed to Scotland and see excellent opportunities to support private clients, financial advisers, charities and the legal community where we are proud to have recently been appointed a strategic partner of the Law Society of Scotland.”

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Press contacts:
Gillian Kyle
0203 818 6846 / 07989 650 604

Matthew Gray
0207 189 2492

About Tilney Bestinvest

Tilney Bestinvest is a leading investment and financial planning firm that builds on a heritage of more than 150 years. We look after more than £9 billion of assets on our clients’ behalf and pride ourselves on offering the very highest levels of professional client service with transparent, competitive pricing across our entire range of solutions.

We offer a range of services for clients whether they would like to have their investments managed by us, require the support of a highly qualified adviser, prefer to make their own investment decisions or want to take more than one approach. We also have a nationwide team of expert financial planners to help clients with all aspects of financial planning, including retirement planning.

We have won numerous awards including UK Wealth Manager of the Year, Low-cost SIPP Provider of the Year and Self-select ISA Provider of the Year 2013, as voted by readers of the Financial Times and Investors Chronicle. We are pleased that our greatest source of new business is personal referrals from existing clients.

Headquartered in Mayfair, London, Tilney Bestinvest employs almost 400 staff across our network of offices, giving us full UK coverage, and we combine our award-winning research and expertise to provide a personalised service to clients whatever their investment needs.

The Tilney Bestinvest Group of Companies comprises the firms Bestinvest (Brokers) Ltd (Reg. No. 2830297), Tilney Investment Management (Reg. No. 02010520), Bestinvest (Consultants) Ltd (Reg. No. 1550116) and HW Financial Services Ltd (Reg. No. 02030706) all of which are authorised and regulated by the Financial Conduct Authority. Registered office: 6 Chesterfield Gardens, Mayfair, W1J 5BQ.

For further information, please visit: www.tilneybestinvest.co.uk


This release was previously published on Tilney Smith & Williamson prior to the launch of Evelyn Partners.