History
Early + rapid growth
1997
Peter bought his first property. Helped friends to invest.
5
1998
Peter opened his first office at 122 St Stephen St in Edinburgh and helped Edinburgh and helped friends to invest.
5
1999
Expanded rapidly. Growth came from happy clients referring friends.
5
2000
Expanded offices into 124, then 128 St Stephen St.
5
2001
Expanded into third city.
5
2004
Moved to larger offices at Coates Crescent, Edinburgh.
5
Funds
2005
Expanded into two English cities.
5
2006
Launched first £100m fund.
5
2007
Second £100m fund launched. Now operating in 10 UK cities.
2008
Banks collapse in financial crisis! No GP clients impacted.
Asia
2009
Launch partner network in the Middle East to counter financial crisis.
2010
Launched partner network in Hong Kong and Singapore.
2011
Launched partner network in China.
2014
We help sell funds.
Growth
2019
Peter Grant returned as CEO and implements a growth strategy.
2020
Launch of Sandstone to help larger clients to invest more easily.
2020
Launch of Applecross to offer on-line investment in four languages.