UK's Tilney Partners With Charities Aid Foundation

Editorial Staff 30 May 2018

UK's Tilney Partners With Charities Aid Foundation

The wealth management house has secured a significant agreement with the organisation working with charities across the country.

Tilney, the UK wealth wealth manager, yesterday announced that it is working with the Charities Aid Foundation (CAF), a pan-industry group working with philanthropic organisations, to give charities investment advice, portfolio management, financial planning and cash flow forecasting and analysis.

Charities, which use the CAF investment account and other CAF investment services, will be able to choose investment management and financial planning advice from Tilney if they do not have their own financial advisor. A total of 10 Tilney investment managers and financial planners in the UK will work with the organisation.

Tilney oversees more than £24 billion ($31.8 billion) of assets.


Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes