Who is Tilney

Tilney can trace its roots back to 1836. Today, it is a private client investment management and financial planning organisation with a reputation for delivering personalised services to clients, companies, charities and trusts. Tilney looks after clients from all over Scotland and the UK and has over £11 billion of assets under management, advice and administration.

Tilney’s investment managers are some of the most talented in the UK with on average 15 years’ industry experience each and the firm’s solutions are backed by a very skilled research team.

The company is award-winning and was the Financial Times’ Stockbroker of the Year in 2015.

Tilney enjoys supporting local communities and the Scottish Tilney team has great relationships with organisations and charities including the Winning Scotland Foundation, Marie Curie and The Glasgow School of Art.

Tilney offers a range of services:

Financial planning

  • Tilney provides the full suite of holistic financial planning services. We help clients with everything from setting up a pension to save for retirement to managing their estate and Inheritance Tax planning.

Investment Management Service

  • The Investment Management Service allows Tilney to tailor portfolios to individual client objectives and take into account specific restrictions. This tailored service has been designed to provide every day professional management of investments in line with pre-agreed and regularly reviewed objectives. Tilney has the ability to utilise funds, investment trusts and direct equity.

Portfolio Lending  

  • For Investment Management Service clients Tilney has the ability to lend against investment assets under management, opening up an alternative route to finance by utilising long-term investments for shorter-term liquidity.

Managed Portfolio Service & Multi-asset Portfolios

  • Tilney’s Multi-asset Portfolio funds and their Managed Portfolio Service both offer a cost-effective route to diversified investment management. There are seven unitised funds and nine segregated portfolios. They have their foundations in Tilney’s research expertise and offer on-going active management of your investments.

Portfolio Advisory Service

  • Our Portfolio Advisory Service is for clients who wish to keep full control of investment decisions and do not require advice with regards to asset allocation. Clients benefit from a dedicated investment adviser, expert research and specific pre-trade advice.

Online Investment Service

  • This solution is for those who choose to manage their own investments is available through our wider Tilney Bestinvest group. It offers those who manage their own investments the opportunity to access an extensive range of funds, investment trusts and all UK-listed equities.

Important information

The value of investments, and the income derived from them, can go down as well as up and you can get back less than you originally invested. This page does not constitute personal advice. If you are in doubt as to the suitability of an investment please contact one of our advisers. Past performance is not a guide to future performance. This is for professional use only. 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.

Contact us

Tilney has Scotland-wide coverage

Contact Tilney