The merger

Tilney and Smith & Williamson merger

Tilney Smith & Williamson is the UK’s leading integrated wealth management and professional services group and was created by the merger of Tilney and Smith & Williamson on 1 September 2020.

The Group currently operates through three principal brands: Tilney, Smith & Williamson and online investment service Bestinvest. It has a network of offices in 24 towns and cities across the UK, as well as the Republic of Ireland and the Channel Islands and supports clients with the management of circa £52 billion of assets.

Through its operating companies the Group offers an extensive range of financial services and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

Tilney Smith & Williamson’s personal wealth management services include financial planning, investment management and advice, online execution-only investing and personal tax advice. For businesses, its range of services include assurance and accounting, business tax advice, employee benefits, forensic advice, fund administration, recovery and restructuring, as well as corporate finance and transaction services.