Our History
- 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
- 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
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