Northern investment management firm hits £6 billion milestone

North Wales and North of England based wealth management firm Hargreave Hales has hit £6 billion of funds under management, just ten months after passing through £5 billion.

The firm, who as well as investment management also provides specialist estate and probate valuation services for solicitors and accountants from Carlisle, recently opened a new office in Blackpool to deal with their overall expansion.

The firm hailed the milestone which they say has come “despite volatile market conditions in the post-Brexit era.”

Stuart Brookes, joint managing director at Hargreave Hale, says: “Surpassing £6 billion in funds under management is a significant achievement, particularly at a time when investors remain uncertain about the country’s economic and political prospects.

“Having reached this milestone, it is important that we continue to focus on the things that have been core to our success – maintaining strong client relationships, delivering quality solutions and providing a first class service”

Read more stories

Join nearly 5,000 other practitioners – sign up to our free newsletter

You’ll receive the latest updates, analysis, and best practice straight to your inbox.

Features