Broadstone Pensions and Investments

Our History

  • 2014 – Broadstone Group sells its wealth management business, Broadstone Wealth Management Limited, to Thomas Miller Investments Limited

  • 2014 – BROADSTONE acquires Blythwood Group Limited, an employee benefits consultancy in the field of healthcare and group risk

  • 2013 – Launch of BROADSTONE Wealth Management

  • 2013 – Launch of BROADSTONE Corporate Benefits Limited

  • 2012 – BROADSTONE acquires the Corporate Pensions business of UBS Wealth Management UK

  • 2012 – BROADSTONE acquires Pope Anderson LLP, an independent actuarial and pensions consultancy

  • 2011 - BDO Investment Management Limited rebrands as Broadstone Pensions & Investments Ltd (which uses the trading name "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 Checkley 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
    • Asset Management

  • 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

To find out more, talk to us now on
020 7893 3456