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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 ...
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]
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. [6]
Wealth management strategies will vary based on the specific needs of the client. Overall, the reason to use a wealth management firm is to seek strategies to help maintain and grow your total wealth.
Pages in category "Investment management companies of the United Kingdom" The following 68 pages are in this category, out of 68 total. This list may not reflect recent changes .
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.
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