Tilney Competitors

As a global active asset and wealth manager, we believe better outcomes come from asking better questions. By combining research, data and judgement, we make deliberate investment decisions and focus on the risks that matter. We don’t simply follow. We ask better questions, challenge assumptions and apply active insight to pursue better outcomes for our clients. On 1 October 2026, Schroders and Nuveen joined forces to create one of the world’s leading active asset and wealth managers, with approximately US$2.6 trillion* in assets under management. Our capabilities span public and private markets, supported by the long-term strength of our parent company, TIAA. For more than 220 years, our approach has helped clients navigate changing markets and pursue their long-term goals. Today, our investment specialists around the world combine global expertise with local insight to identify opportunities across equities, fixed income, multi-asset, alternatives, private markets and wealth management. We work with institutions, intermediaries and private investors, taking the time to understand their objectives and partnering with them to build resilient, long-term solutions. We create prosperity - together. Note: On 1 October, 2026, Nuveen, LLC completed its acquisition of Schroders plc. AUM shown reflects the combined assets of both entities as of 30 June 2026 Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: reportscams@schroders.com

At Rathbones, our purpose is to help more people invest their money well, so they can live well. We are one of the UK’s leading providers of wealth management, investment management, financial planning and asset management services. We work with individuals and families, charities, trustees, financial advisers and other professional partners to help them make confident decisions about money and investments. Our advisers take the time to understand each client’s goals, values and circumstances. Together, we create a personalised approach designed to manage, preserve and grow their wealth over the long term. Our services include discretionary investment management, financial planning, fund and asset management, tax planning, trust and company management, and specialist responsible investment services through Rathbone Greenbank Investments. We also work with financial advisers to help them deliver positive outcomes for their clients. With roots dating back to 1742, Rathbones has been trusted for generations. Today, we manage £120.7 billion of client assets, supported by more than 700 investment professionals across 21 offices in the UK and Channel Islands. Rathbones Group Plc is a FTSE 250-listed company. Figures as at 30 June 2026.

In a world full of information, personal financial advice helps people find the answer that's right for them. At St. James’s Place, we combine the power of personal relationships with the expertise, strength and scale of the UK's leading financial advice firm, to help our clients move towards their financial goals. We help people see their wealth differently by bringing clarity to complexity, uncovering opportunities and supporting confident financial decisions. Because when you gain a different perspective, you can create a different future. See your wealth differently. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 09/10/2026