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The company provides wealth, accountancy and business advisory services to individuals and businesses, including financial planning, investment management, personal and business tax, risk advisory, and fund administration. [21] [22] [23] It operates offices in 26 cities in the UK, as well as in the Republic of Ireland, and the Channel Islands.
LMR Partners (LMR) is a British multi-strategy investment firm. It has a focus on global macro and event-driven investment strategies and makes use of both systematic and discretionary trading strategies. The firm is headquartered in London with an additional offices in Hong Kong, New York, Zurich, Dubai and Glasgow.
It went on to buy Wise Speke, an investment manager operating in the North of England, in 1998 [9] and Popes, a firm based in Stoke-on-Trent, in 2002. [10] It then acquired Duncan Lawrie Asset Management, a firm operating in London, in December 2016 [ 11 ] and Investec Wealth Management, a firm operating in Ireland, in October 2019. [ 12 ]
Charles Stanley & Co. Limited is a UK-based investment management company, providing wealth management services to private clients, charities and smaller institutions. [1] [2] Established in 1792, it was one of the oldest firms on the London Stock Exchange. [3]
Robey, Apostolides and Warshaw were prominent dealmakers in the City of London prior to setting up the firm. [3] Robey was a former co-head of mergers and acquisitions at Morgan Stanley, Warshaw was a co-head of investment banking at UBS, while Apostolides was a managing director in Morgan Stanley's financial sponsors group.
True Potential is a British wealth management and financial technology company based in Newcastle, England. [ 1 ] [ 2 ] The company provides investments to clients across the UK, [ 3 ] both to financial advisers and their clients.
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The firm was established as a firm of stockbrokers by Thomas Tilney in 1836. [3] Permira agreed to buy Tilney from Deutsche Bank, in February 2014, with the ambition of creating a wealth manager with £9 billion of assets. [4] After completion of the deal in May 2014 Bestinvest and Tilney combined to create Tilney Bestinvest. [5]
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