Wealth manager makes top employers list
Yorkshire-based wealth manager The Private Office (TPO) has been recognised as one of the UKs top 100 companies to work for.
The wealth management firm was in the top 75 of all companies in Yorkshire and the Humber as well as making the top 100 mid-size companies to work for nationwide.
Best Companies said TPO had ‘outstanding engagement’ with their colleagues and also awarded the company a top 30 rating within the financial services category.
Stuart Phillips, CEO at TPO, said: “This recognition is a superb achievement and one we are extremely proud of as it reflects what our colleagues think about working for us and not just what our clients or other industry figures say. From paraplanners and admin staff through to our chartered independent financial advisers, everything we do is a real team effort.
“We all work hard to nurture the TPO culture and this seems to be paying off. We believe if culture is seen as just a Human Resource’s project, it will fail! Everyone at TPO takes ownership of our culture.”
During the Coronavirus pandemic TPO has not needed to make use of the government furlough scheme and has been recruiting apprentices, graduates and Financial Planners across the UK.
TPO has 98 staff in Yorkshire, 60 in London, and a further 14 staff at the Bath office. The business has 43 advisers, plus an additional six trainee advisers, supported by a technical team.
The firm has an annual turnover of over £12m and plans to increase this to more than £50m in the next five to seven years. The business currently has over £1.8bn of funds under management.