Tilney

London, United Kingdom Founded: 1836 • Age: 190 yrs Acquired By Permira
Investment management, financial planning, and tax advisory services are provided.

About Tilney

Tilney is a company based in London (United Kingdom) founded in 1836 was acquired by Permira in June 2014.. Tilney has completed 2 acquisitions, including Smith & Williamson and Towry. Tilney offers products and services including Wealth Management, Financial Planning, and Investment Management. Tilney operates in a competitive market with competitors including abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others.

  • Headquarter London, United Kingdom
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Evelyn Partners Group Limited
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
  • Acquired by
    Permira

    & 1 more

    (Jun 01, 2014)

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Products & Services of Tilney

Tilney offers a comprehensive portfolio of products and services, including Wealth Management, Financial Planning, and Investment Management. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Combined financial planning and investment management for clients.

Expert advice on life events, retirement, and tax planning.

Personalized solutions to grow and protect wealth.

People of Tilney
Headcount 1000-5000
Employee Profiles 196
Board Members and Advisors 9
Employee Profiles
People
John Erskine
Chief Investment Management Director
People
Charlotte Davies
Group General Counsel
People
Eleanor Wotherspoon
Business Development
People
Kerry Phillips
Risk And Control Business Partner

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Board Members and Advisors
people
Gavin White
Secretary
people
Philip Muelder
Director
people
Keith Jones
Director
people
Carla Stent
Non Executive Director And Chair Of Risk And Audit Committee

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Funding Insights of Tilney

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investors in Tilney

Tilney has secured backing from 2 investors, including venture fund and institutional investors. Prominent investors backing the company include Deutsche Bank and Permira. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Venture Fund
Institutional
Investor Description Founded Year Domain Location
Investments are made in technology, consumer, healthcare, and service sectors.
Founded Year Domain Location
Diversified banking and financial services are provided globally.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Tilney

Tilney has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Smith & Williamson and Towry. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Limited information available
2002
Provider of accounting, advisory, and tax services to businesses and individuals
1881
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Tilney

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Tilney Comparisons

Employees
+
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Competitors of Tilney

Tilney operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as abrdn, Mattioli Woods, Equiom Group, RBC Wealth Management and Sandaire, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple sectors are invested in by abrdn's private equity fund.
domain founded_year HQ Location
Wealth management services are provided by Mattioli Woods.
domain founded_year HQ Location
Wealth management firm
domain founded_year HQ Location
Delivers wealth management services, including portfolio advisory and financial planning.
domain founded_year HQ Location
Wealth management services are provided to clients by Sandaire.
domain founded_year HQ Location
Wealth management and investment services are provided to clients.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Tilney

Tilney expands in Newcastle
Insidermedia4 years ago
Tilney invests in North East with Newcastle-based team
Privatebankerinternational4 years ago
Tilney and Smith & Williamson complete merger
Wealthadviser5 years ago

Frequently Asked Questions about Tilney

When was Tilney founded?

Tilney was founded in 1836.

Where is Tilney located?

Tilney is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.

Who is the current CEO of Tilney?

Peter Hall is the current CEO of Tilney.

What does Tilney do?

Tilney was founded in 1836 in London, United Kingdom, and operates in the financial services sector. Investment management, financial planning, and tax advisory services are offered, along with investment advisory, tax planning, protection, pension and retirement planning, charity advisory, and estate planning. These services are delivered to clients across the UK, focusing on comprehensive wealth management solutions.

Who are the top competitors of Tilney?

Tilney's top competitors include abrdn, Sandaire and Mattioli Woods.

What products or services does Tilney offer?

Tilney offers Wealth Management, Financial Planning, and Investment Management.

How many acquisitions has Tilney made?

Tilney has made 2 acquisitions, including Smith & Williamson, and Towry.

Who are Tilney's investors?

Tilney has 2 investors. Key investors include Deutsche Bank, and Permira.

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