Bringing you live news and features since 2006 

Prydis Wealth reaches GBP1bn in assets

RELATED TOPICS​

Prydis Wealth, the Wealth Management division of multidisciplinary professional services firm Prydis, has reached the milestone of over GBP1billion of assets under management.  

Liz Andrews, Director of Financial Planning at Prydis Wealth says: “This significant milestone, has been part of our strategic growth plans over the past two-years which have been ambitious. The growth has been through a mixture of key recruitment and organic growth.  

Managing Director James Priday says: “The rapid and sustainable growth has been possible because of our focus on, and continual improvement of, our systems, processes and support team that provide our advisers and clients with a consistent and proactive service. We embrace technology in everything we do”.  

The core Prydis Wealth team comprises seven advisers and an operations, compliance and support team of 16, half of which have been employed in the last two years.  

The GBP1billion milestone has been contributed to by Prydis Wealth’s subsidiary,  Financial Solutions, which was launched by James Priday, to provide IFAs with the exceptional back-office support and systems that have made Prydis Wealth such a success.  

James comments: ‘Financial Solutions provides a regulatory home for our members, allowing the advisers to focus on their businesses, continue to provide their clients with a great service and maintain the independence they enjoy without the additional pressures of report writing and administration. Many of our advisers have come to us through word of mouth from their peers, which is testament to the great support our team provide.’  

Prydis Wealth also has a sister company, P1 Investment Management, which provides digitally enabled investment management solutions to external wealth management firms and has also seen rapid growth over the past two-years.  
 

Latest News

Some big forces moved further into ETF issuance this week, with Capital Group launching 12 new active/passive model portfolios, and..
ASYMmetric ETFs has announced the launch of two new funds, ASYMmetric Smart Income ETF (NYSE: MORE) and ASYMmetric Smart Alpha..
First Trust Advisors has announced the launch of a new actively managed ETF, the First Trust Multi-Strategy Alternative ETF (NYSE..
Allianz Investment Management LLC (AllianzIM), a wholly-owned subsidiary of Allianz Life Insurance Company of North America has announced the launch..

Related Articles

ETF
We are very pleased to open the voting for service providers (selected by nominations) and ETP issuers, selected by our data partners, Trackinsight, for the European ETF Express Awards, in...
Bitcoin
Osprey Funds’ founder and CEO, Greg King, has written an open letter to Barry Silbert, majority owner of Digital Currency Group which owns Grayscale, suggesting that he uses his powers...
Captain
Comparing multifactor ETFs to the popular Marvel Avengers series may seem a bit of a stretch but recent analysis from Morningstar suggests the investment strategies have more in common with...
Mackenzie
Canadian asset manager Mackenzie Investments, with CAD186.6 billion under management, has published its annual Mackenzie Investments Year-End ETF Report. ...
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