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

Wealth management services
Financial planning advice
Investment management
Discretionary portfolio management
Inheritance tax planning

Where Tilney Group is headquartered

Location

Headquarters

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 offering

Core 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 profile

Named customers1 record

Segments7 records

Ideal customer profiles7 records

Tilney Group technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Tilney Group partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

BestinvestminorOthersBestinvest 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 assessment

Direct 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 financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Tilney Group leadership team

Management profile

Number of profiles

Profiles21 records

Tilney Group subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

Tilney Group funding detail

Funding detail

Funding 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 investment

M&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?

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.