We are delighted to announce that Bowmore Asset Management has surpassed £500m in assets under management, with total assets under advice across Bowmore Wealth Group rising above £750m. The milestone has been featured by Money Marketing.
Since Bowmore Asset Management's establishment in 2015, it has grown as a key part of Bowmore Wealth Group, sitting alongside our financial planning business which has more than 30 years of experience delivering advice to private clients, families and businesses.
The asset management business is led by Managing Director and Chief Investment Officer Jonathan Webster-Smith, who joined in 2021 following more than 20 years at Brooks Macdonald, where he served as Director and Head of Multi Asset with responsibility for managing £2.5bn in assets.
Charles Incledon, Client Director at Bowmore Asset Management, said, "The combination of our investment management proposition and the financial planning support available to many clients has been a major draw for new clients."
We are grateful to our clients, professional connections and the wider Bowmore team whose continued trust and commitment have made this milestone possible.
Money Marketing: Bowmore assets under management pass £500m
Bowmore Asset Management Ltd is authorised and regulated by the Financial Conduct Authority.