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: Managing entity data hierarchies and keeping track of sanctions, watch lists and PEPs across KYC processes

Managing entity data and entity ownership hierarchies to ensure Know Your Customer (KYC) compliance is an ongoing challenge for many financial institutions. The webinar will discuss the most pressing concerns around entity and hierarchy data, and consider how to ensure you are effectively managing entity data, hierarchies, sanctions, watch lists and politically exposed persons (PEPs)...

BLOG

New Data Partnership Approach Urged for Investors in SimCorp Report

Investment managers must take a fresh approach to data management, stressing trusted partnerships with outside expertise over traditional outsourcing models, as they seek to adapt to a rapidly changing economic landscape, a report has urged. The binary build-versus-buy strategy that has been the basis of innovation adoption for decades has been upended by advances in...

EVENT

TradingTech Summit New York

Our TradingTech Briefing in New York is aimed at senior-level decision makers in trading technology, electronic execution, trading architecture and offers a day packed with insight from practitioners and from innovative suppliers happy to share their experiences in dealing with the enterprise challenges facing our marketplace.

GUIDE

Valuations – Toward On-Demand Evaluated Pricing

Risk and regulatory imperatives are demanding access to the latest portfolio information, placing new pressures on the pricing and valuation function. And the front office increasingly wants up-to-date valuations of hard-to-price securities. These developments are driving a push toward on-demand evaluated pricing capabilities, with pricing teams seeking to provide access to valuations at higher frequency...