Core Investment Management Service

Overview

The aim of the Core Investment Management Service is to preserve and grow your wealth in line with an agreed level of investment risk that you are comfortable with.

Our starting point when we design your investment strategy is your risk profile. To determine this, we will work with you to understand how comfortable you are with ups and downs in the value of your portfolio and any potential investment losses. Our aim is to achieve the perfect balance of investment performance without taking more risk than you have told us you are willing to accept or can afford.

We have five different risk-targeted investment profiles.

How we build and manage your portfolio

With the Core Investment Management Service, your money will be invested in a number of underlying funds. We research investment opportunities continuously and give you access to some of the leading fund managers from around the world and across equities, fixed interest, commodities, property and some non-traditional asset classes.

We will review the funds in your portfolio continuously to make the most of opportunities and pinpoint those that we no longer believe are suitable.

We can hold investments in pensions, ISAs and investment bonds, allowing you to invest with maximum tax-efficiency.

Download your guide

In this guide:

  • Learn about the principles that drive all aspects of our investment thinking
  • Read about Tilney’s robust, disciplined and repeatable investment process
  • Discover the other benefits of our Core Investment Management Service, including the potential tax-efficiency of investing with us

Download your guide

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Book a free, initial consultation with your local financial planner