History
1997
Peter and Colette bought their first property and helped friends to invest.
5
1998
Peter and Collette opened their first office at 122 St Stephen St, in Edinburgh and helped friends to invest.
25
1999
Expanded rapidly. Growth came from happy clients referring friends.
50
2000
Expanded offices into 124, then 128 St Stephen St.
150
2001
Expanded into third city.
2004
Moved to larger offices at Coates Crescent, Edinburgh.
600
2005
Expanded into two English cities.
800
2006
Launched first £100m fund.
1200
2007
Second £100m fund launched. Now operating in 10 UK cities.
1800
2008
Banks collapse in financial crisis! No GP clients impacted.
2009
Launch partner network in 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.
2019
Peter Grant returned as CEO and implements a growth strategy.
2020
Launch of Sandstone to help larger clients to invest more easily.
2700
2020
Launch of Applecross to offer on-line investment in four languages.