UK charities division

 

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Tilney operates a dedicated charities team throughout the UK, headed by Paul Frame. Paul is a Managing Director and on the Board of Directors for Tilney. He is Head of Investment Management for Scotland.

The team has the specialist expertise to understand the challenges facing charities and it has skills to help them achieve their investment objectives. We manage and advise on approximately £700m of charitable funds.

Several members of our charity team have experience acting as charity trustees across the UK, giving them real insight into the challenges facing trustees today. We adhere to the investment guidance and principles of the Charity Commission, the Office of the Scottish Regulator and the Charity Commission for Northern Ireland.

The foundation of our successful investment philosophy is that consistently good investment performance requires a robust, structured and disciplined investment process.

We offer both discretionary and advisory services to meet the different requirements of our charity clients. Under each of these services, investment portfolios are managed or advised on an ongoing basis. We make full use of our extensive research capabilities, in-depth analysis and expert investment selection.

Tilney is committed to serving the communities in which we operate and our offices have long-standing relationships with a range of charities and initiatives, including the Winning Scotland Foundation, Marie Curie and The Glasgow School of Art.

Important Information

The value of investments can go down as well as up and you can get back less than you originally invested. Prevailing tax rates and the availability of tax reliefs are dependent on your individual circumstances and are subject to change. This document does not constitute personal advice. These pages are for professional use only.

Tilney is part of the Society's partnership scheme. The 'Services for your Client' pages are intended to provide members with relevant information and resources that may assist their work. The Society does not endorse or take responsibility for any advice, products or services mentioned within these pages.

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