Broadstone Pensions and Investments

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