Tilney for Professionals surpasses £2bn AUM

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Julia Grimes
Published: 25 Jul 2017 Updated: 25 Jul 2017

Leading UK investment management group Tilney is pleased to announce that its Tilney for Professionals division has surpassed the milestone of £2bn assets under management through external advisers. The team rebranded to Tilney for Professionals earlier in the year to recognise that its key relationship base of professionals included IFAs as well as other service firms such as consultants, lawyers and accountants in the UK and overseas.

Following the rebrand in January, the Tilney for Professionals team has expanded through three new recruits in targeted locations such as Scotland, Leeds and Liverpool, with more hires soon to be announced. They made key strategic partnerships with regional IFAs through their 20+ office network, as well as being selected for investment panels where historically the traditional national investment brands have rarely been challenged. This brings the number of IFA relationships who have referred clients to Tilney for investment management to over 300.

Craig Wright, Head of Business Development at Tilney for Professionals, commented: “I am delighted that we have surpassed such a significant milestone. The key differentiator to success is definitely the personalised service we give to our professional advisers. However, we do not wish to rest on our laurels, rather we want to keep on building relationships. Next step - £3bn!”

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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.


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