Tilney Smith & Williamson hires AIM portfolio specialist from Charles Stanley

‘As the UK economic recovery continues, clients are increasingly attracted to investing in smaller companies as part of a diversified portfolio’

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Tilney Smith & Williamson has hired Sean O’Flanagan (pictured) as an investment director.

His appointment comes as the firm announced AUM has hit £57.7bn and it will be rebranding as Evelyn Partners in the summer of 2022.

O’Flanagan spent nine years at Charles Stanley as a senior investment manager, running its Aim-based IHT service.

Before that he was a fund manager at Collins Stewart and Unicorn Asset Management. He has experience managing discretionary UK equities on behalf of private clients and financial advisers across a broad spectrum of sectors and a wide market cap range.

At Tilney Smith & Williamson, O’Flanagan will support the growth of its private client business. He will also work closely with financial advisers to expands it Aim portfolio service, which offers clients the opportunity to reduce the inheritance tax payable by their estates on death through investing in companies expected to qualify for business relief, while maintaining access to capital and income.

Smaller companies more appealing amid UK recovery

Chris Kenny, London managing partner at Tilney Smith & Williamson, said: “As we prepare to re-brand to Evelyn Partners in the summer, we are continuing to focus on making hires across all levels as part of our ambitious growth strategy.”

Describing O’Flanagan’s appointment as “an important strategic move for us”, Kenny said he “brings a considerable amount of senior investment management experience and I look forward to working closely with him as we continue to grow our Aim portfolio service”.

“As the UK economic recovery continues, clients are increasingly attracted to investing in smaller companies as part of a diversified portfolio and we have seen an uplift in interest of our proposition.”

O’Flanagan added: “I’m excited to be joining a firm that has a strong reputation in investment management, while also being able to offer clients complementary financial planning and tax advisory services.

“It was this joined up approach across the three disciplines and the team’s vision for continued growth that convinced me this was the right career move for me. I look forward to working with my new colleagues to help bring our specialist investment skills to a wider audience of private clients and financial advisers.”

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