Tilney Group

Tilney is an award-winning financial planning and investment company that builds on a heritage of more than 180 years. Its clients include private individuals, families, charities and professionals, and Tilney looks after more than £20 billion on their behalf. See how we brought together three businesses to create a scale-player in the UK wealth management market…

Why we backed them

  • To build on the businesses’ credentials as award-winning service providers with well-recognised expertise, serving investors across the UK
  • To utilise their strong positioning: they are well placed to benefit from current regulatory change, which has resulted in many banks and IFAs withdrawing from the market, meaning there is an ‘advice gap’ that the group can address
  • To back a strong management team, led by CEO Peter Hall, who has delivered an impressive growth track record in the business
  • To benefit from an industry growth rate of 10% pa

The investment strategy

  • To consolidate a highly fragmented industry that is undergoing a number of regulatory changes
  • To supplement organic growth initiatives, with further mergers & acquisitions of smaller firms
  • To look to serve a broader range of customer segments with a full suite of products
  • To capitalise on opportunities, such as creating a joint venture with Saga

www.tilney.co.uk

The metrics

2014

Acquisition year

100,000+

Clients

£23bn

Assets under management

1,000+

No of employees