Investments consultancy Broadstone has launched a new brand identity, as it looks to illustrate how it has evolved as a firm. According to CEO Tony Gusmao, the brand “reflects the confidence and capabilities of a unified Broadstone” as it looks to promote future growth.
Founded in 1989, Broadstone is home to more than 500 consultants and administrators. It advises over 1,000 clients in pensions, employee benefits and investments decisions – something it has ramped up capacity for dramatically in the last five years.
A raft of deals have seen Broadstone expand its headcount and expertise. These include deals for Mitchell Consulting and 2020 Trustees, CS Financial Services, and BBS Consultants & Actuaries. In the following period, Broadstone has worked to integrate such arrivals into its main brand – something its refreshed corporate identity looks to exemplify.
Gusmao added, ““Through our ambitious growth strategy, we have combined a group of complementary businesses, teams and specialisms under the Broadstone brand while continuing to quietly deliver an outstanding service to our clients. Our bright and motivated colleagues are dedicated to helping people achieve prosperous and fulfilling lives through our consultancy-led solutions.”
Broadstone’s growth is by no means finished, either. In 2021, it secured new financial backing through the Intermediate Capital Group – while it also acquired PwC’s private client and treasury Investment team to expand the footprint of its private client investment advisory business that year.
Looking ahead under the stewardship of Gusmao – who took on the role of CEO earlier in 2022 – the firm will look to continue that growth, as well as organic expansion.