How we manage money

Our investment philosophy and process

How we manage money guide

At Tilney, our aim is to preserve and grow the real value of our clients’ wealth through time. Our philosophy is underpinned by a disciplined and rigorous investment process that is consistent across our whole business, feeding into our discretionary and advisory client portfolios and our range of managed funds. Find out more about how we manage our clients’ money in this guide.

In this guide:

  • Our investment philosophy and its four guiding principles
  • The investment process that turns our philosophy into real-life investment decisions
  • How we create asset allocations that give the best potential returns for a given level of risk
  • How we choose the funds that we believe are most likely to outperform for our clients

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