Towry Holdings

What Towry Holdings does

Towry Holdings Limited is a UK private wealth management firm headquartered in Bracknell that provides financial advice and investment management services to private individuals and families. Established in 1964 and operating with a 501-1,000 employee base, the group historically ran a multi-brand wealth platform and pursued a serial-acquirer consolidation strategy in UK financial advisory, including the 2008 acquisition of Hazlems FS.

The firm's website (tilney.co.uk) now routes to Evelyn Partners, indicating Towry Holdings was folded into the wider Tilney/Evelyn Partners group, which as at 31 December 2025 reported £68.6bn of assets under management across 21 offices in the UK, Ireland, and the Channel Islands, leveraging 188 years of combined heritage. The consolidated business operates a Total Wealth Management model combining financial planning, discretionary and advised investment management, a fund range, a charity and intermediary proposition, and the Bestinvest DIY investing platform.

Revenue mechanics are fee-based, drawing on advisory fees, discretionary management fees, and platform/transaction fees on Bestinvest. Growth has been financed by a combination of organic AUM accretion and institutional capital, evidenced by two 2012 funding rounds totalling approximately $134m from Macquarie Bank, the Royal Bank of Scotland Private Limited Company, Carlyle (AlpInvest), and Honeywell Capital Management, alongside ongoing M&A activity.

Name

Towry Holdings

Legal name

Towry Holdings

Website

https://tilney.co.uk

Company type

Private

Founded year

1964

Headcount range

501–1,000 employees

Short description

Towry Holdings Limited provides financial advice and investment management services to private individuals and families in the United Kingdom. Founded in 1964 and headquartered in Bracknell, it operates within a wider UK wealth platform delivering Total Wealth Management, financial planning, and discretionary investment management.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industries

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Personal & Family Trust Services (FSAAANAA)

Keywords

• Wealth management services
• Private financial advice
• Investment management
• Financial planning
• Estate and tax planning

Headquarters

HQ city

Bracknell

HQ country

United Kingdom

HQ region

Europe

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Core offering

Towry Holdings Limited provides wealth advice and investment management services to private individuals and families in the United Kingdom. The firm operates a network of advisory offices and related online platforms serving personal wealth, family, charity, intermediary, entrepreneur and professional partner client segments, supported by financial planning, discretionary investment management, and fund offerings.

Product overview

No product or service information for Towry Holdings was found in the provided sources. The source data contains information about Evelyn Partners (a wealth management firm with £68.6bn assets under management, offering Total Wealth Management, Financial Planning, Investment Management, Evelyn Partners funds, and the Bestinvest DIY investing platform) and a PieLAB Capital whitepaper about serial acquirer investment models, but no references to Towry Holdings.

Differentiator

Problem solved

Functional benefit

Products and services

• Total Wealth Management An integrated wealth management approach that brings the client's financial planner and investment manager together to tailor investment strategy to individual goals; for private clients of Towry Holdings / its affiliated UK wealth management brand.
• Financial Planning Expert financial planning service for private clients covering cashflow modelling, tax planning, retirement and pensions, inheritance tax and estate planning, financial protection, and advice for life-changing events; for individuals and families.
• Investment Management Discretionary investment management and investment advice service designing and managing investment portfolios that evolve with the client; includes responsible investing and cash/cautious bond portfolio options.
• DIY Investing - Bestinvest Self-directed (DIY) online investing platform for clients who prefer to manage their own investments; operated under the Bestinvest brand and linked from the Towry/Evelyn group offering.
• Services for Entrepreneurs Strategic wealth management advice tailored for entrepreneurs covering growth, transition and life beyond the business; for founders and business owners.
• Charity Investment Services Investment advice and management service helping charities develop and implement an appropriate investment approach; for UK charities and not-for-profit organisations.
• Financial Intermediary Services Investment management support for financial intermediaries, enabling them to delegate portfolio management while they focus on financial planning for their clients.

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights5 records

Regional players

• Sanlam UK: UK wealth platform operating within the broader Sanlam group, providing investment and wealth planning services to private clients. Comparable offerings and client segment, though ownership and geographic footprint are rooted in South Africa.

Direct peers

• JM Finn: Privately owned UK wealth manager providing discretionary investment management and advisory to private clients, families, and trusts. Closely matches Towry on model, ownership type (private), and HNW focus.
• Rathbones Group: UK-listed wealth and investment manager serving private clients, charities, and trusts with discretionary portfolio management. Closely aligned to Towry in services (discretionary, advisory, trust), client mix, and UK focus.
• Brewin Dolphin: UK private client investment manager focused on discretionary portfolio management for HNW individuals, charities, and intermediaries. Direct competitor to Towry in the UK discretionary wealth space.
• Quilter: UK wealth manager and platform operator with both advised (Quilter Private Client Advisers) and direct channels. Comparable to Towry in serving private investors through UK advisers, with overlapping platform and discretionary offerings.
• St. James's Place: Largest UK wealth manager by AUM, focused on HNW/private clients via a restricted adviser model. Highly comparable to Towry on target client segment and recurring fee-based revenue, though larger and listed.
• Evelyn Partners (formerly Tilney): Evelyn Partners is the combined entity of Tilney and Smith & Williamson, offering UK wealth management, financial planning and investment management with £68.6bn AUM. Towry's website now sits on tilney.co.uk, making Evelyn Partners the closest direct comparable and effectively Towry's successor platform.
• Kleinwort Hambros: UK wealth manager offering investment management and advice to private clients, entrepreneurs, and charities. Directly comparable on HNW discretionary wealth services within the UK private bank ecosystem.

Broad incumbents

• Arbuthnot Latham: UK private bank offering wealth management and banking services to HNW individuals, families, and entrepreneurs. Comparable client overlap with Towry, with broader banking capabilities.
• Coutts: Iconic UK private bank and wealth manager serving HNW and UHNW clients with banking, advice, and investment management. Comparable HNW client base and breadth of services, though structured as a bank rather than independent adviser.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/tilneygroup
• LinkedInlinkedin.com/company/towry

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds2 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Towry Holdings