Tilney Group
Tilney Group, now branded as Evelyn Partners, is a UK wealth management and financial planning firm managing £68.6bn AUM across 21 offices, serving high-net-worth individuals, families, charities, and financial intermediaries through integrated advisory and discretionary investment management.
- Company typePrivate
- Founded1837
- HeadquartersLondon, United Kingdom
- Headcount—
- GTM typeB2C
- OfferingServices
What Tilney Group does
Tilney Group, now operating under the Evelyn Partners brand following a 2020 rebrand, is a UK-headquartered wealth management and financial planning firm with origins dating to 1837 and 188 years of cumulative experience. The firm manages £68.6bn in assets under management (as at 31 December 2025) through a network of 21 offices spanning the UK, Ireland, and the Channel Islands, with a recent cross-border extension into the USA (usa.evelyn.com).
The firm's core product is Total Wealth Management, an integrated offering that pairs a dedicated financial planner with a discretionary investment manager to deliver tailored investment strategies. Supporting service modules include standalone Financial Planning (covering tax, inheritance, retirement, and cashflow modelling) and Investment Management (discretionary mandates, advisory, responsible investing, and proprietary Evelyn Partners Funds). Bestinvest operates as a wholly-owned DIY investing sub-brand serving self-directed investors below the HNW threshold. The platform also offers vertical-specific services for Family Offices, Entrepreneurs, Professional Partners, Charities, Financial Intermediaries (B2B outsourced investment management), and Personal Injury / Court of Protection clients.
Revenue is generated through recurring AUM-based wealth management and financial planning fees, structured on a tiered basis aligned to client investable asset levels (entry threshold £250,000, with tiers up to £1m+). Distribution is relationship-led via face-to-face consultations and appointment-based sales, supported by content marketing (podcasts, insights articles, newsletters, and awards positioning). The firm is privately held with no disclosed parent company, institutional ownership signals, or public listing.
Tilney Group firmographics
Firmographics- Name
- Tilney Group
- Legal name
- Evelyn Partners
- Website
- https://group.tilney.co.uk
- Company type
- Private
- Founded year
- 1837
- Operating status
- Operating
- Short description
- Tilney Group, now branded as Evelyn Partners, is a UK wealth management and financial planning firm managing £68.6bn AUM across 21 offices, serving high-net-worth individuals, families, charities, and financial intermediaries through integrated advisory and discretionary investment management.
- Ownership category
- akta.pro rank
Tilney Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
- akta.pro secondary industries
- Private Banking Advisory & Discretionary Portfolio Management (FSABADAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)
Keywords
Where Tilney Group is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices7 records
Markets served
Tilney Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D
Revenue model
- Wealth Management and Financial Planning Fees: The company generates revenue through ongoing wealth management fees for financial planning and investment management services. Clients are segmented by investment levels (Less than £250,000, £250,000-£500,000, £500,000-£1,000,000, More than £1,000,000), suggesting a tiered fee structure based on assets under management or complexity of services rendered.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Entry-level service for clients with investments less than £250,000 |
| Subscription | Annual | Mid-tier wealth management for clients with £250,000-£500,000 in investments |
| Subscription | Annual | Upper mid-tier for clients with £500,000-£1,000,000 in investments |
| Subscription | Annual | High net worth service tier for clients with more than £1,000,000 in investments |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Tilney Group product offering
Product offeringCore offering
Tilney Group (operating as Evelyn Partners) is a UK-based wealth management and financial planning firm offering Total Wealth Management, which integrates financial planning with discretionary investment management for high net worth individuals and families. The firm also provides segment-specific services for entrepreneurs, professional partners, charities, family offices, personal injury claimants, and financial intermediaries, plus a DIY investing sub-brand called Bestinvest.
Product overview
Evelyn Partners operates as a unified wealth management platform offering integrated financial planning and investment management services. The core offering centers on Total Wealth Management, which combines dedicated financial planners with investment managers to create tailored client strategies. Supporting services include standalone Financial Planning (covering tax, retirement, inheritance, and cashflow planning) and Investment Management (discretionary management, advisory services, and proprietary funds). The company also serves specific segments through Bestinvest (DIY investing sub-brand), Family Office Services, Entrepreneur Services, Professional Partners, Personal Injury and Court of Protection, and Financial Intermediaries. This structure represents a platform model where the core Total Wealth Management integrates multiple service modules, supplemented by segment-specific offerings and the Bestinvest self-directed brand.
Differentiator
Problem solved
Functional benefit
Brands
- Bestinvest: DIY investing platform offering self-directed investment services
Products and services
- Total Wealth Management Integrated financial planning and investment management service that combines a dedicated financial planner with an investment manager to create tailored investment strategies aligned with individual client goals. Designed for high net worth individuals and families seeking comprehensive wealth management.
- Financial Planning
Companies that use Tilney Group
Customer profileNamed customers1 record
Segments7 records
Ideal customer profiles7 records
Tilney Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Tilney Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- BestinvestminorBestinvest is a separate DIY investing platform operated by Evelyn Partners, allowing self-directed investors to access investment services. It operates as a distinct brand within the Evelyn Partners group, targeting a different segment of the market compared to the full-service wealth management offering.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Tilney Group competitors and assessment
Company assessmentDirect peers
- St. James's Place: Largest UK wealth manager with a partner-adviser model serving HNW and mass-affluent clients. Directly comparable in target market, AUM scale, and reliance on ongoing advice fees, and the dominant benchmark for UK advised wealth franchises.
- Rathbones Group: UK-listed wealth manager serving HNW individuals, families, charities and intermediaries with discretionary investment management and financial planning. Closely comparable client mix, AUM tier, and integrated advice proposition.
- Quilter: UK wealth manager combining advised and platform businesses serving HNW and mass-affluent clients. Comparable in operating model, regulatory environment, and reliance on UK AUM-based fees.
- RBC Brewin Dolphin (RBC Wealth Management UK): UK wealth manager now part of RBC, focused on discretionary investment management and financial planning for HNW individuals, charities, and intermediaries. Directly comparable in service mix and client segments.
- Schroders Wealth Management: UK wealth division of Schroders offering discretionary portfolio management, financial planning, and specialist services for HNW clients. Comparable in integrated advice-plus-investment offering.
- Cazenove (part of Schroders): UK private wealth brand within Schroders targeting HNW and family-office clients with bespoke discretionary portfolios. Comparable in client profile and bespoke planning emphasis.
- Coutts: UK private banking and wealth brand within NatWest Group serving HNW and ultra-HNW clients with integrated banking, financial planning and investment management. Closely comparable in tiered service model and HNW target.
- Killik & Co: Independent UK wealth manager focused on financial planning and discretionary investment management for HNW individuals. Comparable in private, relationship-led model and integrated advice offering.
- JM Finn: UK private investment manager and wealth planner offering discretionary portfolios and financial planning to HNW individuals, families and intermediaries. Closely aligned in client mix and bespoke service orientation.
- Adam & Company (NatWest Private Banking): UK private bank within NatWest serving HNW clients with banking, financial planning and discretionary investment management. Comparable in integrated HNW proposition and UK regulatory footprint.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Tilney Group social profiles
Digital presenceTilney Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tilney Group leadership team
Management profileNumber of profiles
Profiles21 records
Tilney Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Tilney Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tilney Group M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tilney Group
What does Tilney Group do?
Tilney Group (operating as Evelyn Partners) is a UK-based wealth management and financial planning firm offering Total Wealth Management, which integrates financial planning with discretionary investment management for high net worth individuals and families. The firm also provides segment-specific services for entrepreneurs, professional partners, charities, family offices, personal injury claimants, and financial intermediaries, plus a DIY investing sub-brand called Bestinvest.
When was Tilney Group founded?
Tilney Group was founded in 1837.
Where is Tilney Group based?
Tilney Group is headquartered in London, United Kingdom, in the Europe region.
How does Tilney Group make money?
One revenue line is on record: wealth Management and Financial Planning Fees.
Who are Tilney Group's main competitors?
Direct peers on record are St. James's Place, Rathbones Group, Quilter, RBC Brewin Dolphin (RBC Wealth Management UK), Schroders Wealth Management, Cazenove (part of Schroders), Coutts, Killik & Co, JM Finn and Adam & Company (NatWest Private Banking).
Does Tilney Group have an API?
No public API is recorded for Tilney Group.
What industry is Tilney Group in?
Tilney Group's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs), with a secondary code of FSABADAD, Private Banking Advisory & Discretionary Portfolio Management. Its NAICS code is 523940 and its SIC code is 6282.