Williams de Broë                      

Williams de Broë combines the very best traditions of private client portfolio management with contemporary investment techniques, in a modern and friendly environment.

With access to the expertise of a dedicated investment manager, together with our robust investment process, we establish and manage bespoke strategies for our professional intermediary partners. We work closely with each adviser to understand their requirements then agree a suitable risk based investment approach for each strategy we develop.

It is our intention to forge strong relationships with each adviser with regular dialogue, review meetings and supported by fact sheets and other marketing materials.

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Contact details:

Mark Stevens - Head of Marketing & Development 020 7072 7544 mark.stevens@wdebroe.com
Edward Hearn - Corporate Development Manager 020 7710 2514 edward.hearn@wdebroe.com
Andrew Butler-Cassar - Corporate Development Director 020 7072 7500 abc@wdebroe.com

 


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All the latest financial news

  • Citywire - 29/03/12

    Ascentric boosts Royal London results

    Royal London's wrap platform Ascentric has outperformed the insurance giant's other businesses with a 50% increase in assets under administration...

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  • IFAOnline - 19/03/12

    Barclays launches model portfolios on Ascentric

    Barclays wealth and investment management business has launched a range of five risk-rated model portfolios

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  • IFAonline - 14/03/2012

    Ascentric assets top £4bn for first time

    Ascentric has broken the £4bn assets under administration (AUA) barrier as the Royal London-owned wrap nears 12 months of sustained profitability.

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  • IFAonline - 2/03/12

    Ascentric establishes IFA focus groups

    Ascentric is establishing a series of IFA focus groups to provide it with feedback on propositional and service developments. Read more: http://ww

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  • IFAonline - 7/02/12

    Ascentric welcomes 230 adviser firms as sales rise 8%

    Ascentric saw net new assets rise 8% in 2011 after 226 extra adviser firms signed up to the Royal London-owned Wrap.

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  • MoneyMarketing 9/01/12

    Ascentric appoints sales and marketing director

    Ascentric has appointed Mike Morrow as sales and marketing director.

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