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: Meeting the high stakes challenge of effective sanctions data monitoring

Identifying securities related to a sanctioned domicile or company is a straightforward concept, but in practice, it is a far more challenging task for compliance professionals. Receiving a list of sanctions isn’t enough. In order to accurately define and maintain your ‘do not trade’ list, you need to identify all the securities related to each...

BLOG

Alexandre Kech Steps Up to Role of GLEIF CEO as Stephan Wolf Steps Down

Following the decision by Stephan Wolf, CEO of the Global Legal Entity Identifier Foundation (GLEIF), to step down from the role on 24 June 2024 after a decade of leading the foundation from its start-up phase to the growing organisation it is today, the GLEIF board of directors has appointed Alexandre Kech to the position....

EVENT

Data Management Summit New York City

Now in its 14th year the Data Management Summit NYC brings together the North American data management community to explore how data strategy is evolving to drive business outcomes and speed to market in changing times.

GUIDE

Alternative Trading Systems Directory 2010

The year since we launched our first edition of the A-Team Alternative Trading Directory has passed by in a flash (no pun intended). And while the rate of expansion of the alternative trading system sector may have slowed – even consolidated somewhat – in the more established centres, their onward march continues both in terms of credibility, and of uptake...