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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.
An asset management company is an asset management / investment management company/firm that invests the pooled funds of retail investors in securities in line with the stated investment objectives. For a fee, the company/firm provides more diversification , liquidity , and professional management consulting service than is normally available ...
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.
RBC Brewin Dolphin (the trading name for Brewin Dolphin Holdings) is one of the largest British wealth management [3] firms with over 30 offices throughout the UK, Jersey and Ireland, and c. 2,000 employees. [4] It provides investment management and financial planning services to individuals, companies, intermediaries and charities.
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]
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.
St. James's Place plc, formerly St. James's Place Capital plc, is a British financial advice and wealth management company.The head office is in Cirencester, Gloucestershire, and there are over twenty other offices in the United Kingdom. [5]
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