Investment Services

Investment management and advisory services

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Whether you would like to have your investments managed or would rather make your own investment decisions with the support of an investment adviser, Tilney can help.

We have a range of investment services each underpinned by a disciplined, rigorous investment process and delivered by some of the UK’s most experienced and highly qualified investment professionals.

How we can help you

Successful investing takes time and dedication which is why increasing numbers of people are choosing to have an expert manage or advise them on their investments. At Tilney we provide a range of investment services.

Core Investment Management Service

Our Core Investment Management Service creates an effective way for you to have your investments managed by Tilney’s experts, giving you peace of mind that your investments are in good hands.

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Personalised Investment Management Service

When you choose our Personalised Investment Management Service, your dedicated investment manager will work with you to build a bespoke investment portfolio to meet your investment objectives.

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Investment Advisory Service

Our Investment Advisory Service is designed for those who want to manage their own money but would like a professional investment adviser to recommend a bespoke investment portfolio and provide support on all their investment decisions.

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For charities we have a specialist team that understands the complexities of managing investments for charities.

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US-connected clients

We have a dedicated service that provides a range of investment strategies for US individuals, trusts and companies.

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Investment philosophy and process

Tilney has a rigorous and disciplined approach to investing and we believe investment success can only be achieved by focusing on a small number of guiding principles. Our investment philosophy and process explains how we make investment decisions.

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Find an office

Book a free, initial consultation with your local financial planner