Belfast Telegraph

Financial management firm reveals Northern Ireland expansion

Emma Deighan

By Emma Deighan

A leading UK financial planning and investment management group's move into Belfast is testament to "the growth of private wealth" here, its managing partner has said.

And Graeme Creevy said the opening of the new Tilney Group base at Imperial House on Donegall Square East, creating a further two new roles, is just the start of "ambitious plans" for the firm.

The new office, he said, opened to meet the needs of Tilney's growing NI base and to accommodate its recruitment plans.

Currently Tilney has 10 staff in Northern Ireland, including five financial planning experts. The team also includes the recruitment of two new members of staff who will join the client delivery and para-planning teams, with plans to further expand the financial planning team in the New Year.

Mr Creevy said: "The opening of this new office is a vote of confidence in Northern Ireland and recognition of the growth of private wealth in the province, which is now estimated to have over 12,500 millionaires.

"We think the opportunities in Northern Ireland are excellent and have set in place ambitious plans to grow our presence further.

"With constant changes to the tax regime, pension rules and currently challenging investment markets, there is an increasing need to provide private clients with a joined up approach to managing their financial affairs."

He added: "The Tilney approach is to combine the dual expertise of financial planning and investment management to deliver a very holistic and personalised wealth management service that ultimately helps bring peace of mind to our clients."

Across the UK Tilney looks after over £24bn of assets for private investors, families and charities, helping them with issues such as preparing for retirement, investing tax efficiently, passing wealth on to their families and managing their investment portfolios.

Headquartered in Mayfair, London, the Tilney Group employs over 1,000 staff across its network of 30 offices, enabling it to support clients using a local service throughout the UK.

The firm was recently awarded Wealth Manager of the Year by the Financial Times and Investors Chronicle and Best Conventional Advisory Service at the 2018 City of London Wealth Management Awards.

Belfast Telegraph