Tilney creates new role for further expansion in the Charity Sector

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Julia Grimes
Published: 13 Feb 2017 Updated: 13 Feb 2017

Nicholas Pearson O.B.E joins as Head of Charity Business Development

Leading UK investment management and financial planning group Tilney is pleased to announce that it has appointed Nicholas Pearson O.B.E as Head of Charity Business Development. This is a newly created position at Tilney to help the firm further bolster its growing presence in the charity investment management space.

Nicholas is a considerable figure in the charities investment management industry who was awarded the Order of the British Empire (O.B.E.) in 2002 for his services to the Charities Sector. He has over forty years of experience in the City and pioneered the development of professional and tailored services to Charities. At Cazenove, Nicholas established the first ever dedicated Charity division at an investment management firm, where under his auspices funds grew to £3.5 billion on behalf of 550 charities. He also designed and set up two Common Investment Funds in 1989 alongside the Charities Aid Foundation. He also helped to set up the Charities Investors Group twenty years ago, of which he is now President.

Paul Frame, Head of Charities, commented: “As we look to build on our established reputation for managing and advising investments for charitable organisations at Tilney, we are delighted to have someone of the gravitas and calibre of Nicholas to join our fold. Nicholas’ knowledge and experience of working within the third sector is second to none and we are thrilled that he is joining our experienced investment team to assist our growth ambitions in this area.”

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Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This press release does not constitute personal advice.

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