2012 – BROADSTONE acquired the Corporate Pensions business of UBS Wealth Management UK
2012 – BROADSTONE acquired Pope Anderson LLP, an independent actuarial and pensions consultancy
2011 - BDO Investment Management Limited rebrands as Broadstone Pensions & Investments Ltd (BROADSTONE)
2010 - Oakley Capital acquires 84.6% of BDO Investment Management Limited and BDO LLP retains 15.4%
2009 - BDO drops the Stoy Hayward and we become BDO Investment Management Limited
2009 - The fund management business is rebranded as Fitzwilliam Asset Management
2008 - BDO Stoy Hayward Investment Management Limited acquired actuarial business, Wolanski Checkly Fisher
2007 - BDO Stoy Hayward Investment Management went through an internal restructuring in which three divisions were created
Private Client services
Corporate Pensions and Benefit Services
2006 - A strategic property fund created to offer bespoke access to the German commercial property market
2003 - Two multi-manager hedge funds launched
2003 - Strategic property partnership created
2001 - Duncan Clark, a Hertfordshire investment advisory business is acquired
2001 - Specialist London property fund launched
1999 - BDO Stoy Hayward Investment Management Limited acquires Kearsley Investment Services Limited
1998 - The Fitzwilliam International Equity Trust is created. A multi-manager international equity fund
1998 - Commercial joint venture property company launched
1997 - Strategic review of the business confirms the need to offer clients a true investment management business. A limited company is created
1995 - The Fitzwilliam Multi-Manager Trust was launched
1989 - The business, that is now Broadstone Pensions & Investments Ltd, was created by a Tax Partner with BDO Stoy Hayward. In its formative years the business operated under the BDO Stoy Hayward banner, providing financial planning advice to existing clients
© 2012. Broadstone Pensions & Investments Limited is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales under No. 02096406. Registered office 55 Baker Street, London W1U 7EU.
Broadstone Corporate Benefits Limited is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales under No. 07978187. Registered office 55 Baker Street, London W1U 7EU.
All images of BROADSTONE staff used on this website are copyright either “James Carnegie Photography” or “BROADSTONE”. All rights reserved.
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