Investment manager Hargreave Hale is celebrating the first anniversary of its Norwich branch opening for business.
The city centre office, which is located in St George’s Street, has experienced strong growth, attracting in excess of 250 clients and GBP85 million in funds under administration during its first 12 months.
The branch opened following the recruitment of Richard Larner and Paul Pearce from Brewin Dolphin, with the main objective of providing continuity of personal service for clients seeking portfolio management services in the regions. It forms a key part of the firm’s regional expansion, which also resulted in the relocation of its Blackpool headquarters to new, larger offices in June this year.
Branch manager Richard Larner, who is also president of the Chartered Institute for Securities & Investment (CISI) East Anglia region, says: “Since moving to Hargreave Hale, we have been able to re-engage with loyal clients, whilst on boarding newer customers; both being attracted to the highly personalised and flexible service we are able to provide.
“The Hargreave Hale profile in the region is growing and provided we continue to do what we do best for our clients, I see no reason why this shouldn’t continue into the future.”