1986 headquarters london uk number of locations 37 offices 2016 area served united kingdom key people peter hall jason hollands gareth lewis donald reid lee dooley tim stalkartt and permira products self invested personal pensions stocks and shares isa investment management financial planning investment advisory multi asset portfolio funds managed portfolio service free investment report and tools wealth management number of employees 500 parent tilney bestinvest website www.bestinvest.co.uk bestinvest is a financial services group based in mayfair london . it provides independent investment advice financial planning wealth management and execution only services predominantly to private investors . the group serves 70 000 clients through its website telephone based investment advisers and face to face meetings with independent financial advisers . clients investments are generally in funds unit trusts oeics and investment trusts or bespoke discretionary funds . citation needed contents 1 history 2 operations 3 services 4 references 5 external links history edit the company was founded in 1986 by john spiers 1 . bestinvest began as a specialist firm focused on researching and broking tax efficient investments including business expansion schemes bes from which the firm took its original name best investment . following the abolition of bes the company re focused on the personal equity plan market attracting new clients predominantly through its high media profile in the national press including the launch of its high profile spot the dog report which named consistently poor investment funds . the company also earned a reputation as a smaller company specialist when it won the mandate to be the investment adviser for the aim distribution trust vct . from the mid 1990s it grew into a broader based private client investment advisory business pioneering discount broking on unit trusts and oeics promoting the use of online fund supermarkets and establishing a discretionary investment management arm . in july 2007 it was bought by management and 3i . 2 the company acquired hw financial services the financial services arm of haines watts the accountancy group in january 2010 . 3 operations edit the company provides independent investment advice discretionary investment management and financial planning services to individuals and companies charities and other financial institutions . available products include individual savings accounts isa unit trusts self invested personal pensions sipp and venture capital trusts vct . 4 services edit the company s range of services caters for clients who manage their own investments those who require advice and those wish to have their investments managed for them . bestinvest offer independent fund research and has expanded its execution only services through bestinvest select revamped its advisory services in 2011 and developed new portfolio management services . the business manages private portfolios on behalf of its clients and offers a range of discretionary portfolio management solutions . the company also manages five multi manager funds ifsl bestinvest multi asset portfolio funds . 5 held in an open ended investment company oeic managed by gareth lewis head of investments . other services include wealth planning for private clients mortgage broking and general insurance offered by a subsidiary lovat insurance brokers limited . references edit john spiers returns to bestinvest the times 3i back bestinvest 3i press release hw financial services links with bestinvest o neill moira 20 january 2011 . hit the january vct sales . investors chronicle . retrieved 25 august 2011 . bestinvest launches new multi asset funds business week external links edit official website bestinvest retrieved from https en.wikipedia.org w index.php title bestinvest & oldid 737826660 categories companies based in londonfinancial services companies of the united kingdomcompanies established in 19863i group companies1986 establishments in englandhidden categories all articles with unsourced statementsarticles with unsourced statements from august 2015 navigation menu personal tools not logged intalkcontributionscreate accountlog in namespaces article talk variants views read edit view history more search navigation main pagecontentsfeatured contentcurrent eventsrandom articledonate to wikipediawikipedia store interaction helpabout wikipediacommunity portalrecent changescontact page tools what links hererelated changesupload filespecial pagespermanent linkpage informationwikidata itemcite this page print export create a bookdownload as pdfprintable version languages add links this page was last modified on 5 september 2016 at 07 35 . text is available under the creative commons attribution sharealike license ; 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