Tilney working with Charities Aid Foundation to give charities investment advice

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Julia Grimes
Published: 29 May 2018 Updated: 29 May 2018

Today Tilney announces it is working with Charities Aid Foundation (CAF) to help give charities access to bespoke investment advice, portfolio management, comprehensive financial planning and cash flow forecasting and analysis.

Charities which use the CAF Investment Account and other CAF investment services will be able to choose investment management and financial planning advice from Tilney if they do not have their own financial adviser.

Tilney’s experience means it is well-placed to offer advice to charities which use the CAF Investment Account and other CAF investment services to manage their investments.

A team of 10 Tilney investment managers and financial planners based across the UK has been chosen to work with CAF to offer charities the support they need. Trustees and charity staff will be able to meet experienced and specialised professionals who understand how a charity needs to manage its assets, both today, and in the future.

Chris Woodhouse, CEO of Tilney, commented:

“We are delighted to be working with Charities Aid Foundation, Tilney and CAF are working together to ensure charities can get much sought after easy access to expert and cost effective investment advice. We are proud to have formed a new team of investment managers and financial planners specifically to meet the needs of charities working alongside CAF. It is this dedicated and personal service that we believe trustees of charities will value.”

Sir John Low, Chief Executive of the Charities Aid Foundation, added:

“Many charities have told us that they would like advice before taking investment decisions, so we are delighted that they will now be able to call on Tilney to access specialised advice and support.

“Our aim is to open up investment services to charities so they can manage their money more easily and effectively to maximise the resources available to fulfil their mission.

“The CAF Investment Account is unique because it allows ready access to a large number of charity-specific investment funds in one place online.”

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Important information:

The value of investments, and any income derived from them, can go down as well as up and you may get back less than you originally invested. This press release does not constitute personal advice. If you are unsure about the suitability of any investment, you should seek professional advice. Past performance is not a guide to future performance

About Charities Aid Foundation

CAF is one of Europe’s largest charitable foundations, and for over 90 years has helped donors, companies, charities and social organisations make a bigger impact. It exists to make giving go further, so that more lives and communities around the world can be transformed.

We are CAF and we make giving count.



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