In the news

Hargreave Hale contributes to various financial articles in the press. You can find links to these features in this section.

Prospects for the banking sector
INVESTMENT WEEK

Prospects for the banking sector

08/02/2017
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Top stock picks
Citywire

Top stock picks

30/01/2017
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Does Anyone Remember The Yield Test?
Trustnet

Does Anyone Remember The Yield Test?

17/01/2017
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GROWTH TRENDS TO BACK
TRUSTNET

GROWTH TRENDS TO BACK

14/12/2016
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Could European companies post double-figure growth next year?
Investment Week

Could European companies post double-figure growth next year?

30/11/2016
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Being alternative
The Times

Being alternative

26/11/2016
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IT’S ALL ABOUT THE STOCKS
THIS IS MONEY

IT’S ALL ABOUT THE STOCKS

05/11/2016
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FUND FOCUS – Marlborough UK Multi-Cap Growth Fund
FT ADVISER

FUND FOCUS – Marlborough UK Multi-Cap Growth Fund

31/10/2016
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Giles Hargreave’s stock picks for weathering Brexit
CITYWIRE

Giles Hargreave’s stock picks for weathering Brexit

25/10/2016
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POST-REFERENDUM MOMENTUM
TELEGRAPH

POST-REFERENDUM MOMENTUM

01/09/2016
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Giles Hargreave discusses his tried and tested approach to investing
interactive investor

Giles Hargreave discusses his tried and tested approach to investing

23/08/2016
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Unorthodox monetary policy and its effectiveness
INVESTMENT WEEK

Unorthodox monetary policy and its effectiveness

05/08/2016
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USING BUSINESS PROPERTY RELIEF TO MINIMISE IHT
WHAT INVESTMENT

USING BUSINESS PROPERTY RELIEF TO MINIMISE IHT

01/08/2016
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MANAGEMENT IS THE KEY
INVESTMENT WEEK

MANAGEMENT IS THE KEY

29/07/2016
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HOW A ‘GENUINE’ APPROACH TO MULTI-CAP INVESTING OFFERS IMPORTANT FLEXIBILITY
CITYWIRE

HOW A ‘GENUINE’ APPROACH TO MULTI-CAP INVESTING OFFERS IMPORTANT FLEXIBILITY

27/06/2016
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RICHARD HALLETT DISCUSSES TWO UK STOCKS WITH UPSIDE POTENTIAL
WHAT INVESTMENT

RICHARD HALLETT DISCUSSES TWO UK STOCKS WITH UPSIDE POTENTIAL

31/05/2016
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AN INTERVIEW WITH GILES HARGREAVE
STOCKOPEDIA

AN INTERVIEW WITH GILES HARGREAVE

20/05/2016
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Michael Harvey looks at the rise in popularity of ethical investing
NOTTINGHAM POST

Michael Harvey looks at the rise in popularity of ethical investing

10/05/2016
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HELEN ENGLISH ON THE EFFECT OF FALLING OIL PRICES ON GLOBALS STOCK MARKETS
NOTTINGHAM POST

HELEN ENGLISH ON THE EFFECT OF FALLING OIL PRICES ON GLOBALS STOCK MARKETS

01/04/2016
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RICK LANDUCCI DISCUSSES HOW BREXIT WOULD CREATE UNCERTAINTY FOR INVESTORS
Nottingham Post

RICK LANDUCCI DISCUSSES HOW BREXIT WOULD CREATE UNCERTAINTY FOR INVESTORS

30/03/2016
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SID CHAND LALL DISCUSSES THE MERITS OF LOOKING BEYOND THE FTSE 100 FOR ATTRACTIVE YIELDS
CITYWIRE

SID CHAND LALL DISCUSSES THE MERITS OF LOOKING BEYOND THE FTSE 100 FOR ATTRACTIVE YIELDS

04/03/2016
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HARGREAVE HALE NOTTINGHAM OFFICE LOOK BACK AT A SUCCESSFUL FIRST YEAR
NOTTINGHAM POST

HARGREAVE HALE NOTTINGHAM OFFICE LOOK BACK AT A SUCCESSFUL FIRST YEAR

16/02/2016
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FT ADVISER SPEAK TO EUSTACE SANTA BARBARA – CO MANAGER OF THE MARLBOROUGH SPECIAL SITUATIONS FUND
FT ADVISER

FT ADVISER SPEAK TO EUSTACE SANTA BARBARA – CO MANAGER OF THE MARLBOROUGH SPECIAL SITUATIONS FUND

01/02/2016
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Giles Hargreave meets presenter Elliott Moss to discuss the evolution of Hargreave Hale and his perspectives on stock market investing
Jazz FM – Jazz Shapers

Giles Hargreave meets presenter Elliott Moss to discuss the evolution of Hargreave Hale and his perspectives on stock market investing

07/11/2015
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Hargreave Hale pass £5bn mark as assets under management continue to rise
CITYWIRE

Hargreave Hale pass £5bn mark as assets under management continue to rise

21/10/2015
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SID CHAND LALL DISCUSSES HIS APPROACH TO SUCCESSFUL STOCK PICKING
HARGREAVES LANSDOWN

SID CHAND LALL DISCUSSES HIS APPROACH TO SUCCESSFUL STOCK PICKING

05/08/2015
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How Sid Chand Lall's investment style is paying dividends for investors, four years on
The Telegraph

How Sid Chand Lall's investment style is paying dividends for investors, four years on

16/07/2015
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Giles Hargreave reflects on his experiences of investing in AIM on its 20th anniversary
CityWire

Giles Hargreave reflects on his experiences of investing in AIM on its 20th anniversary

17/06/2015
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Looking ahead - a profile on our joint managing directors Stuart Brookes and Lee Finlayson
CityWire

Looking ahead - a profile on our joint managing directors Stuart Brookes and Lee Finlayson

26/02/2015
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Press Releases

Hargreave Hale surpasses £7bn in funds under management

12/04/2017

Hargreave Hale has reached another milestone with funds under management (FuM) now in excess of £7bn. The investment manager has continued its impressive growth trajectory over recent years which saw it exceed £5bn FuM in October 2015 and pass the £6bn mark in August 2016.

Last year, the firm relocated its Blackpool headquarters to a new purpose built site, paving the way for expansion and a recruitment drive which has resulted in the appointment of more than 31 front and back office staff since the move.


Stuart Brookes, joint managing director at Hargreave Hale, says: “£7bn in funds under management is a significant achievement and owes much to our commitment to providing high calibre investment solutions, with a clear focus on helping clients achieve their personal investment objectives.”


For further information please contact:

Anthony Cornwell/ Monika Witkowska/Kelvin Hall, Four Broadgate - hargreavehale@fourbroadgate.com - 020 3697 4200


Notes to Editor

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs c250 staff based across nine offices* with over £7bn funds under management (£8bn in total AuM).

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741). Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: Talisman House, Boardmans Way, Blackpool, FY4 5FY. Tel: 01253 754700. Telephone calls may be recorded.

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Hargreave Hale York office surpasses £200 million mark in funds under administration

09/11/2016

Hargreave Hale’s regional office in York has reached a significant milestone by exceeding £200 million in funds under administration, attracting over 500 clients since opening in July 2014.

The York office has played an integral part in the firm’s regional growth strategy which has seen the addition of other offices in both Nottingham and Norwich.

Jim Meysey-Thompson, York office manager at Hargreave Hale, says: “Surpassing £200 million in funds under administration is a major achievement for us and shows the value of continuing to provide a bespoke investment proposition, at a time when an increasing number of industry participants are cutting back on their service offerings, creating a growing advice gap for investors.”

In August, Hargreave Hale saw total funds under management (FuM) surpass £6bn for the first time. The firm has continued to attract strong inflows through its private client and fund management arms, despite the volatile post-Brexit era.

For further information please contact:

Anthony Cornwell/ Monika Witkowska/Kelvin Hall, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editor

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs c250 staff based across nine offices* with over £6bn funds under management (£7bn in total AuM).

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741). Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: Talisman House, Boardmans Way, Blackpool, FY4 5FY. Tel: 01253 754700. Telephone calls may be recorded.

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Hargreave Hale surpasses £6bn in funds under management

22/08/2016

Hargreave Hale has reached another significant milestone by exceeding the £6bn mark in funds under management (FuM) despite volatile market conditions in the post-Brexit era.

In October 2015, the investment manager saw FuM surpass £5bn for the first time. Since then, the firm has continued to attract strong inflows through its private client and fund management arms.

The news follows several other key events, including recent relocation of its Blackpool headquarters to new premises to support the firm’s overall expansion.

Earlier this month, the Norwich office celebrated its first anniversary, attracting in excess of 250 clients and £85m assets under management (AuM).

Stuart Brookes, joint managing director at Hargreave Hale, says: “Surpassing £6bn in funds under management is a significant achievement, particularly at a time when investors remain uncertain about the country’s economic and political prospects. Having reached this milestone, it is important that we continue to focus on the things that have been core to our success – maintaining strong client relationships, delivering quality solutions and providing a first class service'

For further information please contact:

Anthony Cornwell/ Monika Witkowska/Anthony Johnson, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs c250 staff based across nine offices* with over £6bn funds under management (£7bn in total AuM).

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741). Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: Talisman House, Boardmans Way, Blackpool, FY4 5FY. Tel: 01253 754700. Telephone calls may be recorded.

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Hargreave Hale’s Norwich branch attracts £85m in first year

09/08/2016

Investment Manager Hargreave Hale is celebrating the first anniversary of its Norwich branch opening for business. The office, which is located in St George’s Street area of the city centre, has experienced strong growth, attracting in excess of 250 clients and £85m 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, comments: “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”.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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Hargreave Hale relocates Blackpool headquarters to facilitate growth

20/06/2016

Hargreave Hale has relocated its Blackpool headquarters to new premises to accommodate the growth of the firm’s front and back office divisions.

The new 20,000 square feet purpose built office, located at the Whitehills Business Park, is more than double the size of its previous base, with the capacity for over 250 staff.

The relocation is a significant milestone of the firm’s overall expansion strategy, fuelled by growing demand for bespoke investment management services.

The new headquarters will house Hargreave Hale’s administration and IT functions alongside the local front office investment team.

Stuart Brookes, joint managing director at Hargreave Hale says:

“We are pleased to celebrate the opening of our new headquarters in Blackpool, having already been based in the region for over 100 years. In just the last 2 years we have seen staffing levels increase by around 35% and our new premises will allow for further expansion.

In terms of job creation and the apprenticeship programme we are currently developing, this move gives us the opportunity to make a very important contribution to the local economy.”

The move to new premises follows several recent milestones for Hargreave Hale. In October 2015, the company saw assets under management exceed £5bn for the first time. It opened a York branch in July 2014 and established new branches in Norwich and Nottingham last year. It also expanded some of its regional hubs, with the Worcester office relocating to larger premises in January 2015.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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Hargreave Hale appoint Rosner for private client role

26/04/2016

Hargreave Hale has appointed Nigel Rosner as an investment manager at the firm’s London office, where he will focus on managing private client mandates.

Nigel joins from Charles Stanley where he was a private client advisor for over 20 years, having previously held roles at Raphael Zorn Hemsley, Société Générale and Guy Puckle Stockbrokers.

His arrival follows the recent appointments of Marcus Low (London office) and Karen Smith (Worcester office).

Lee Finlayson, joint managing director, Hargreave Hale, said: “Nigel’s appointment underlines our commitment to recruiting talented and experienced individuals who will strengthen our service proposition, as the firm continues to expand.”

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.


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Hargreave Hale ranked among the UK’s fastest-growing firms as expansion continues

13/04/2016

Hargreave Hale has been named as one of Britain's fastest growing companies in the 17th annual Sunday Times BDO Profit Track 100 league table. The table ranks private companies with the fastest-growing profits over three years.

· Hargreave Hale ranked no 20 in this year’s Profit Track 100

· The firm is the only investment manager included in this year’s list

· Profits grew by 94 per cent to reach £3.7m in 2015

· Expansion to continue with new custom-built office opening in Blackpool this summer


Ranked no.20, Hargreave Hale is the only investment management firm included in the list this year, with an impressive profit growth of 94 per cent. Its success has mainly been driven by strategic regional expansion and impressive organic inflows, which saw assets under management exceed £5bn for the first time. It opened a York branch in July 2014 and successfully established new branches in Norwich and Nottingham last year. It also expanded many of its regional hubs, with the Worcester office relocating to larger premises in January 2015.

Hargreave Hale’s expansion is set to continue as it relocates its Blackpool headquarters in June, following the completion of a new, 20,000 sq ft purpose built office near its existing base. As part of the relocation, the firm has commenced a recruitment drive to address increased demand for its services.

Stuart Brookes, joint managing director at Hargreave Hale, said: “This is a significant achievement and recognition of our staff’s hard work and client-first ethos. We are fully committed to providing quality investment solutions and first class customer service, irrespective of how much our clients invest with us. It is this considered approach which has helped fuelled the growth of our business.”

“The Blackpool relocation is a key milestone in our firm’s long history and reflects our rate of progress in recent years – something we hope will continue in years to come.”

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs over 200 staff based across nine offices in the UK.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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HARGREAVE HALE APPOINTS HAZEL LARKIN AS CARLISLE OFFICE HEAD

04/04/2016

Hargreave Hale has appointed Hazel Larkin as head of the firm’s Carlisle office. She takes over from Marilyn Salkeld, who is to retire after more than 20 years with the firm.

Hazel began her career with stockbrokers Stancliffe Todd & Hodgson prior to stints with Nationwide and the Cumbria County Council. She moved to Hargreave Hale in 1990, where after a few years she became a fully qualified investment manager.


As well as providing a range of mainstream investment services, the Carlisle office is also the hub of the firms specialist estate and probate valuation service aimed specifically at solicitors and accountants.


The team is currently made up of three investment professionals, however there are plans for further recruitment in response to client demand in the region and across the Scottish borders.


Commenting on Hazel’s appointment, Marilyn said: “I have worked very closely with Hazel for the past two decades to ensure our clients receive a first class personal service from the moment they walk through the door. I am confident that the office will continue to flourish under her leadership and I wish her and the team every success in the future.”


Hazel added: ‘It is a privilege to lead our business in Carlisle and I look forward to the task of working with the team to drive our firm’s growth in the region.”


Marilyn entered the financial services industry in 1984 with Stancliffe Todd & Hodgson in Carlisle having previously worked for Marks and Spencer, K Shoes, Barclays and Norweb. In 1995 she was approached to take up the role of Branch Manager with Hargreave Hale.


Hargreave Hale has appointed Hazel Larkin as head of the firm’s Carlisle office. She takes over from Marilyn Salkeld, who is to retire after more than 20 years with the firm.


For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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Hargreave Hale Worcester team recruits Smith as expansion continues

18/03/2016

Hargreave Hale has appointed Karen Smith as an investment manager at the firm’s Worcester office.


Karen joins from EFG Harris Allday where she was an investment director. She brings over 10 years’ investment management experience, having started her career in Brewin Dolphin’s Edinburgh office (formerly Bell Lawrie Wright) in 2000.

Earlier this year, the Worcester team celebrated its first anniversary at new premises in the city’s Waterside district. During this time, the team has doubled in size, supported by a number of new appointments. James Holroyd and Simon Raggett joined the firm from EFG Harris Allday, while Gareth Evans and Matt Cyphus were recruited from Brewin Dolphin.


Mike Davies, Hargreave Hale Worcester Branch Manager said: “Karen is another welcome addition to our team who will help take us forward as we continue to develop our investment proposition in the region.”


For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.


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Hargreave Hale Nottingham office approach £50m milestone in first year

01/02/2016

The Nottingham office of investment manager Hargreave Hale is celebrating its first anniversary since opening for business in the region. During this time, the office, which is located in West Bridgford, has experienced strong growth attracting over 250 accounts and £45m in funds under administration.

The investment team is headed by Riccardo (Rick) Landucci, who joined Hargreave Hale from Charles Stanley along with colleagues Michael Harvey and Helen English. The trio share over 80 years’ working experience in the investment sector.

The Nottingham office was established to meet the demand for flexible and personalised investment management services across the region.

Rick says: “We have had an excellent first year with clients responding positively to our approach, which is to focus on their specific individual requirements, rather than adopt a one size fits all stance.

At a time when the industry trend is towards less face-to face time with clients, and an increasing reliance on light touch robo-advice and model portfolios, we have stood firm recognising that there remains a place for a more engaged and comprehensive service”.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.


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Hargreave Hale boosts London office with investment manager appointment

27/01/2016

Hargreave Hale has strengthened its London office with the appointment of Marcus Low.

Marcus, who has over 20 year’s industry experience, joins from Brewin Dolphin, where for the past 10 years he was a divisional director.

He will join a team including former colleagues Ian Kavanagh, Victoria Macdonald and Neil Jones, who all moved to Hargreave Hale in 2014.

Stuart Brookes, joint managing director, Hargreave Hale, says: “Marcus is another welcomed addition to our growing London office, who brings with him a wealth of experience and technical ability. These are two key ingredients that we look for when hiring investment managers, as we strive to improve our service offering to clients”.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.


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Hargreave Hale’s Worcester team expands and increases AUM by 51% following relocation

16/01/2016

Hargreave Hale’s Worcester office is celebrating its first anniversary at premises in the area’s Waterside district, following a move from its previous edge of city location.

During this time, the office has doubled in size, bolstered by a raft of new appointments as it aims to extend the firm’s investment proposition in the region. James Holroyd and Simon Raggett joined the firm from EFG Harris Allday, whilst Gareth Evans and Matt Cyphus were recruited from Brewin Dolphin.

Assets under management have also risen during the period, driven by the influx of new clients. The office now manages in excess of £235m, a rise of more than 51%

Branch Manager Mike Davies, says: “The Worcester office is an integral part of the firm’s regional growth strategy, which has recently seen the opening of new Hargreave Hale branches in Nottingham and Norwich.

“The success of our office over the last 12 months owes much to the recruitment of talented individuals who have helped enhance the calibre of service we provide to a growing number of clients.

“We view this as critical, at a time when a number of larger investment managers have scaled back their service proposition, which has squeezed out clients requiring investment advice, particularly those with smaller sized portfolios”.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.


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Giles Hargreave achieves No. 2 ranking in 'Top 100 Fund Managers'

17/12/2015

Giles Hargreave, Chairman of Hargreave Hale, has been awarded the No.2 ranking in Tilney Bestinvest’s 'Top 100 Fund Managers’ guide.

The Top 100 report recognises fund managers with strong track records of investing over the course of their entire career. Analysing professionals investing in UK, European, North American, Asian, Japanese and global equities, the report commends those with an outstanding five year track record, comparing managers on a like-for-like basis to score their performance versus benchmarks, their consistency and their experience.

Giles has managed his flagship Marlborough Special Situations fund since 1998, while also building an excellent track record in the smaller companies sector with the Marlborough UK Micro-Cap Growth and Marlborough Nano-Cap Growth funds.

He commented: "This ranking is testament to the quality of our fund management team. I work closely with all of our fund managers, sharing ideas and benefitting from more than 100 years’ collective experience. As we move into 2016 I look forward to continuing to drive the growth of our fund management business and generating meaningful returns for our investors."

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreave@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 employees based across nine offices* with over £4.85bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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Hargreave Hale surpasses £5bn in assets under management

21/10/2015

Hargreave Hale announces that assets under management (AuM) have exceeded £5bn, following significant recent growth across the UK.

The investment manager’s AuM stood at £1bn in 2010, and has more than doubled from £2.2bn in 2013. The firm also has in excess of £800m in assets under administration.

Hargreave Hale’s success has been driven by impressive organic inflows and a strategic regional expansion. It opened new offices in Norwich and Nottingham earlier this year, following the successful establishment of a York branch in July 2014. Since launch, the York office has attracted more than 400 new clients.

The firm’s success has led it to expand many of its regional hubs, moving to a new office in Worcester in January 2015, where it has subsequently hired four new investment managers and seen assets grow by £70m to £200m. This is expected to increase further in the coming months.

Hargreave Hale is also investing in custom-built new premises for its Blackpool operations, currently scheduled for completion in Spring 2016. The team will be recruiting a number of front and back office staff as part of the relocation to match the demand Hargreave Hale is seeing in the North West.

Stuart Brookes, joint managing director at Hargreave Hale, says: “Surpassing £5bn in assets under management is a significant milestone for us, and one that we are pleased to reach while maintaining our client-first ethos.

“Over the last two to three years we have seen some significant shifts in the industry, most notably with competitors scaling back the bespoke services they offer to their clients.

“We are fully committed to delivering tailored financial solutions, regardless of how much money someone has, and it is this committed approach that has driven like-minded wealth managers to join us, and fuelled the growth of our business.”

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreavehale@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 staff based across nine offices* with over £5bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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Hargreave Hale bolster Worcester team with double appointments

01/10/2015

Hargreave Hale has appointed Gareth Evans and Matt Cyphus as investment managers to the team based at the firm’s Worcester office. Both will join the firm in October.

Gareth was previously an Assistant Director at Brewin Dolphin, where during a nine-year stay he was responsible for managing both advisory and discretionary portfolios. Prior to this, he held a number of financial accounting positions within the insurance, retail and media sectors.

Matt joins the firm having spent more than eight years at Brewin Dolphin, where he was also an Assistant Director, managing advisory and discretionary portfolios for private clients, trusts, charities and pension funds.

The double hire follows the recent appointments of James Holroyd and Simon Raggett to the Worcester office.

Mike Davies, Head of the Worcester office said: “Gareth and Matt are talented individuals who can both contribute to our ongoing success, as we extend our proposition in the region and surrounding areas”.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Four Broadgate

hargreave@fourbroadgate.com

020 3697 4200

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 employees based across nine offices* with over £4.85bn under management.

*Bangor – Blackpool – Carlisle – Lancaster – London – Norwich - Nottingham – Worcester – York

For more information about Hargreave Hale visit www.hargreave-hale.co.uk

Authorised and Regulated by the Financial Conduct Authority (209741).Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.

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Hargreave Hale York office secures assets of over £160m in first year

29/07/2015

Investment manager Hargreave Hale this month celebrates the first anniversary of the opening of its York office, over which during its first 12 months has witnessed inflows of over £160m, whilst attracting more than 350 clients.

The York office is seen as an integral part of the firm’s regional growth strategy, which has already resulted in the opening of an area office in Nottingham earlier this year, with another set to open in Norwich imminently.

Tom Holliday, head of the York office, says: “Our office has gone from strength to strength over the past year driven by strong local demand for high calibre investment management expertise and solutions. Clients have bought into the way we do things, which centres on flexibility and quality of service”.

Hargreave Hale also has offices in London, Bangor, Blackpool, Carlisle, Lancaster and Worcester. Since April 2013, Hargreave Hale’s assets under management have doubled to £4.6bn and over 40 new staff have joined the company, bringing total headcount to more than 200.

For further information please contact:

Gareth David/Anthony Cornwell/ Monika Witkowska, Broadgate Mainland

hargreave@fourbroadgate.com

020 7726 6111

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 employees based across eight offices (Bangor – Blackpool – Carlisle – Lancaster – London – Nottingham – Worcester – York) with over £4.6bn under management.

For more information about Hargreave Hale visit www.hargreave-hale.co.uk authorised and Regulated by the Financial Conduct Authority (209741). Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580.

Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ, Tel: 01253 754700.


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Hargreave Hale add to Worcester team with Raggett appointment

15/07/2015

Hargreave Hale has strengthened its Worcester office, with the appointment of Simon Raggett who will join the firm in October.

Simon, spent the past 22 years at EFG Harris Allday, the Midlands-based investment management and stockbroking group. During this time he served as a practice partner at Harris Allday prior to its sale to EFG, after which he became a senior director responsible for managing advisory and discretionary mandates on behalf of private individuals, trusts and charities.

Mike Davies, Hargreave Hale Worcester Branch Manager said: “We are always interested in recruiting talented individuals to help drive our business forward and Simon certainly falls into this category”.

For further information please contact:

Gareth David / Anthony Cornwell / Monika Witkowska, Broadgate Mainland

hargreave@fourbroadgate.com

020 7726 6111

Notes to Editors

Hargreave Hale provides discretionary investment management and stockbroking services to private clients, intermediaries, corporates, charities and trusts. The firm employs more than 200 employees based across eight offices (Bangor – Blackpool – Carlisle – Lancaster – London – Nottingham – Worcester – York) with over £4.5bn under management.

For more information about Hargreave Hale visit www.hargreave-hale.co.uk authorised and Regulated by the Financial Conduct Authority (209741). Member of the Wealth Management Association and the London Stock Exchange. Incorporated in England and Wales. Company number 3146580. Registered office: 9-11 Neptune Court, Hallam Way, Blackpool, FY4 5LZ. Tel: 01253 754700.


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