European Wealth

The early days European Wealth was officially launched early in 2011. The investment world was still a pretty grim place but one of our mantras has always been bad times make good entry points. As if to underline that, we made our first acquisition that March – the financial planning firm Mathews Smith in Maidstone. This was an exciting moment but more importantly, it was the springboard for the development of the financial planning business so critical to delivering a true wealth management offering. We finished the year looking after £150 million of assets. Not bad, but still with a lot to do. The pace picks up In early 2012 we acquired Aventus Capital which established our presence in Cheltenham. But, most importantly of all, it gave us a state of the art platform on which to manage and build our investment business. Migrating onto it took time, but the benefits rapidly became apparent to our clients as well as to us. It wasn’t just the investment business that expanded, later that year the acquisition of Ernest Noad & Associates, in Bromley, added to our capabilities in the South East. Then, just weeks later, the purchase of Bradley Stuart in Worcester saw the Group’s assets reach the £500 million level. It also added specific expertise in corporate financial planning. The middle of the year also saw the launch of our liquidity management service. This provides private and institutional clients, including health, education and building societies, with liquidity and treasury management services. The year also finished on a high when, in November, the last of 2012’s new offices opened in Wokingham. Providing a full wealth management offering, the team also specialise in complex tax and wealth planning solutions. The New Establishment And so, just over three years after being founded, in 2013 we became a Member of the London Stock Exchange. Many of us here are old enough to remember the days of “My word is my bond” and so this was a rather special moment. Now, of course, this also means the very ‘hi tech’ world of modern trading, with the creation of a specialist central dealing function in London meant that we could enhance our execution and deliver straight through processing of trades. The old and the new. The New Establishment - absolutely!

Address: 10-11 Austin Friars, London EC2N 2HG, UK

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