Investment - Articles - Broadstone acquires PwC Private Client and Treasury team


Broadstone Group has acquired PwC’s private client and treasury investment consulting team as it continues to grow its investment consulting practice.

 Commenting on the acquisition, Broadstone CEO, Grant Stobart, said: “This is an exciting, strategic move for Broadstone as we expand our investment consulting business. As a growing number of consultants pivot towards asset management, there is a growing opportunity for the independent oversight that we offer.

 “This acquisition brings us an expert team with extensive experience in advising individuals, families and trustees as well as institutional clients including charities and sovereign wealth funds. It further enhances our ability to help clients achieve their goals, expanding our capability in traditional and alternative asset classes and treasury and counterparty credit risk management.”

 Ken McClintock, who leads the team moving to Broadstone, added that: “We are hugely excited to be joining Broadstone as it provides us with the ideal platform for future growth. We can continue to provide the same independent and expert advice to current and future clients, while expanding our range of advisory services.”
  

Back to Index


Similar News to this Story

Targeted Support major step towards addressing support gap
Targeted Support is poised to play a pivotal role for potentially millions of non-advised individuals. Non-advised could be supported with at retireme
FCA proposals for millions to navigate their financial lives
Millions more people could get help navigating their financial lives with support on pensions and investments, under proposals announced today by the
Comments on FCA proposals on navigating financial lives
Aviva, Just Group, Standard Life, Scottish Widows and the ABI comment on FCA proposals on navigating financial lives

Site Search

Exact   Any  

Latest Actuarial Jobs

Actuarial Login

Email
Password
 Jobseeker    Client
Reminder Logon

APA Sponsors

Actuarial Jobs & News Feeds

Jobs RSS News RSS

WikiActuary

Be the first to contribute to our definitive actuarial reference forum. Built by actuaries for actuaries.