thewealthnet

£400m wealth boutique to re-platform

News Team, 19/12/2019

Wealth manager Connor Broadley has announced it will re-platform using provider SEI.

Chief executive of Connor Boradley, James Connor, said the decision followed an "exhasutive" process.

“We look forward to this partnership with the highly professional team at SEI, which forms a key component of our long-term growth strategy,” Mr Connor said.

Connor Broadley is an owner-managed wealth manager based in Mayfair – it specialises in wealth management for private clients and employee benefits for businesses.

The firm was founded in 2007 as Independent Financial Planning but has since rebranded. It l...


Continue reading this article...


Start a free trial now for access to breaking news and cutting edge analysis of the wealth management industry.







You are currently not logged in,
login to view the full article
start by clicking this button.





Need a subscription,
fill out the form here or
contact subs@thewealthnet.com


About PAM

PAM Insight is the world’s leading independent provider of essential specialist news, analysis and comparative data for the fast-evolving world of wealth management.

Read more about PAM