Bringing you live news and features since 2006 

Broadstone acquires PwC Private Client and Treasury Investment Team


Broadstone Group, one of the UK’s leading employee benefits and pensions consulting businesses, has acquired PwC’s private client and treasury investment consulting team as it continues to grow its investment consulting practice.

Broadstone CEO, Grant Stobart, says: “This is an exciting, strategic move for Broadstone as we expand our investment consulting business. As a growing number of consultants pivot towards asset management, there is a growing opportunity for the independent oversight that we offer.

“This acquisition brings us an expert team with extensive experience in advising individuals, families and trustees as well as institutional clients including charities and sovereign wealth funds. It further enhances our ability to help clients achieve their goals, expanding our capability in traditional and alternative asset classes and treasury and counterparty credit risk management.”

Ken McClintock, who leads the team moving to Broadstone, adds: “We are hugely excited to be joining Broadstone as it provides us with the ideal platform for future growth. We can continue to provide the same independent and expert advice to current and future clients, while expanding our range of advisory services.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by