Hargreave Hale’s Norwich branch has attraced more than 250 clients and £85m in funds under administration since it opened a year ago.
The branch opened following the recruitment of Richard Larner and Paul Pearce from Brewin Dolphin as part of the firm’s regional expansion strategy.
Mr Larner, the branch manager, said: “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.”
The investment manager, which exceeded the £5bn AUM mark towards the end of last year, relocated its Blackpool headquarters to accommodate the growth of its front and back office divisions.
Hargreave Hale also opened a branch in Nottingham in May 2015 after appointing three investment managers – Riccardo Landucci, Michael Harvey and Helen English - from Charles Stanley.
In June joint managing director Stuart Brookes said the company is aiming to reach £7bn soon.
He also said he doesn’t see much growth coming from expanding his company’s advice offering.
