About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

The Principal Group Announces Further Expansion

Subscribe to our newsletter

The Principal Group, incorporating investment specialists Principal Investment Management and Border Asset Management, are pleased to announce that Adrian Williams, a former director of James Brearley & Sons, has joined the Group.

Adrian brings an extensive experience in stockbroking and investment management. For the last twenty years he has worked in north Lancashire and Cumbria, initially with Rathbones in Bowness on Windermere, and from 1999 with James Brearley, where he was manager of the Kendal office before taking on responsibility for the management of their branch network.

Border Chief Executive Officer, Peter Lever, said: “We are delighted that Adrian is joining our team of specialist investment managers. He is well known to both private clients and in the professional community in the area and I am confident he will help us to build on the success that Border has had both in Kirkby Lonsdale and in Harrogate in recent years.”

Adrian, who is a Fellow of the Chartered Institute for Securities & Investment, said: “I am looking forward to working for a Group whose ethos is to put their clients’ interests foremost at all times and where clients receive a highly personal service specifically designed around individual needs.”

Principal acquired Border in January of this year. The combined business now manages circa £1.6 billion of assets.

Commenting on the appointment of Adrian Williams, Hugh Titcomb, Chief Executive of The Principal Group, said:

“The Border and Principal businesses fit together extremely well, and we’ve had a great start to the relationship. We have a strong commitment to providing clients with the highest possible quality of service which ultimately is down to the calibre of our people. Through appointments such as Adrian’s our service offering is only going to get better, and we are delighted he has joined the Group.”

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: FRTB: The time to get your data in order is now

Fundamental Review of the Trading Book (FRTB) regulation requires firms within its scope to source significant amounts of data, some of which has not previously been required and is difficult to pin down. The data management challenges of the regulation’s Internal Model Approach (IMA) to market risk capital calculations include ongoing P&L attribution, back testing...

BLOG

Juniper Square Seeks to Democratise Private Markets with Data

Juniper Square has, from a virtual standing start, become one of the fastest-growing providers of data and investor services to private-market participants. Earlier in the summer it received a US$130 million series D capital injection that underscored its prospects and valued the company within unicorn territory. That’s unsurprising for a company whose platform has, since...

EVENT

AI in Capital Markets Summit London

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

Hosted/Managed Services

The on-site data management model is broken. Resources have been squeezed to breaking point. The industry needs a new operating model if it is truly to do more with less. Can hosted/managed services provide the answer? Can the marketplace really create and maintain a utility-based approach to reference data management? And if so, how can...