Marlborough

Companies | 27 Mar 25

Marlborough makes ‘significant’ investment in First Wealth

The financial planner firm manages £480m of assets for around 600 clients and their families

Investment | 25 Feb 25

Marlborough appointed ACD for new Boolers funds

Boolers has around £1bn of assets under management

Data Analysis working with robot ai intelligence technology in Business Analytics and Planning Workflow Management System to make report with KPI connected to database. Corporate strategy for finance.

Investment | 27 Jun 24

Marlborough makes ‘substantial’ investment in Clever Adviser Technology

Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.

Companies | 21 Sep 23

Investment manager and solutions provider make MPS available to all UK advisers

Offering hybrid and sustainability-focused portfolios

Businessmen shaking hands and negotiating to share percentage of benefits vector

Companies | 31 Jul 23

Marlborough buys stake in UK advice firm

The independent status of the IFA company will not be affected by the investment