Investment Management Service

Discretionary management for private clients

Overview

Our Investment Management Service has been designed to provide you with day-to-day professional management of your investments in line with a pre-agreed and regularly reviewed set of objectives. It is an effective way of retaining overall control of investment objectives while passing the day-to-day implementation and decision making to a professional investment manager.

When you appoint Tilney as your discretionary investment manager you are placing your trust in a team of highly qualified and experienced investment managers, who combine a wealth of investment knowledge with a friendly and approachable attitude.

Through regular investment reviews and periodic updates, your investment manager will keep you up to date with our latest investment thinking and ensure your portfolio remains suitable for your needs at all times.

Key features and benefits

  • A personalised service with your own dedicated investment manager

  • Access to market-leading independent macroeconomic, equity and fund research

  • Risk profiling and objective setting to ensure portfolios are managed to meet your needs at all times

  • Access to our team of financial planners who can help design and then refine objectives to achieve your lifestyle and wealth goals, including retirement, inheritance planning and tax-efficient investments

  • Access to multi-currency options and both onshore and offshore booking centres

  • Competitive lending solutions, including borrowing against your portfolio

  • The minimum portfolio size for this service is £250,000

  • Multi award winning

Download our free guide

In this guide:

  • We explain how our investment managers work with you to achieve your investment objectives
  • We set out our investment philosophy and explain how we build client portfolios

Download your free guide

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