Tilney Ltd.

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Tilney is a financial planning and investment firm with head offices in Mayfair, London. The company is part of the Tilney Group and offers financial planning, investment management and investment advisory services to private clients. The company acquired competitors Towry in early 2017 and the combined business holds £21 billion of client assets.

Contents

Tilney Investment Management Services Limited
Type Limited
Industry Financial services
Founded1836;186 years ago (1836)
HeadquartersChesterfield Gardens, ,
UK
Area served
United Kingdom
Key people
Products Investment Management Financial Planning
Investment Advisory
Wealth Management
Number of employees
1,000 (2017)
Subsidiaries Bestinvest
Website www.tilney.co.uk

Present day

In February 2014, Permira agreed to buy Tilney from Deutsche Bank with the ambition of creating a wealth manager with £9 billion of assets. [1] After completion of the deal in May 2014 Bestinvest and Tilney combined to create Tilney Bestinvest. [2]

In 2019 Tilney acquires Smith & Williamson with backing from Warburg Pincus. [3] In 2020 the combined company was renamed Tilney Smith & Williamson. [4]

In February 2022 the merged company Tilney Smith & Williamson, owned by private equity funds Permira and Warburg Pincus, was re-branded as Evelyn Partners. [5] [6] [7]

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References

  1. "Permira Funds to acquire Tilney". Permira.com.
  2. Tilney to merge with Bestinvest
  3. "Warburg explores full ownership of Tilney Smith & Williamson". Private banking International.
  4. "Tilney and Smith & Williamson complete merger". Smith & Williamson.
  5. "At Tilney Smith & Williamson we are changing our name". Evelyn Partners.
  6. "Tilney Smith & Williamson to be listed or sold by PE owners". Financial Times.
  7. "Tilney S&W to be sold or listed by PE owners". FT Adviser.