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: The keys to ESG data management success

The transition to a more environmentally and socially sustainable world has created an urgent and strategic priority for the banking and capital markets sector. Driven by stakeholder pressures from investors, regulators and customers to prioritise ESG considerations in their corporate agenda, ESG has accelerated digital transformation and brought a renewed focus on firms to improve...

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 New York

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

Corporate Actions 2009 Edition

Rather than detracting attention away from corporate actions automation projects, the financial crisis appears to have accentuated the importance of the vital nature of this data. Financial institutions are more aware than ever before of the impact that inaccurate corporate actions data has on their bottom lines as a result of the increased focus on...