People & Timeline
Intelligent Money constantly evolves to offer the highest value at the lowest cost. Read about the people behind this.
Julian Penniston-Hill establishes Intelligent Money as sole financiIer prior to the sale of £1bn investment broker Willis Owen.
2002
Pav Varma, then Sales Director at Jupiter Asset Management, acquires a 5% shareholding prior to joining full time as Sales Director
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Intelligent Money hits £100m of client asset.
2004
Chris Sutton, then Vice President at JP Morgan acquires a 5% shareholding prior to joining full time as Managing Director and acquiring a further 20% share holding in IM.
2005
Marcus Waldram, then at AWD Chase de Vere, joins the board after Intelligent Money purchases its first SIPP business and goes on to acquire a 5% shareholding.
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2006
Intelligent Money hits £1bn of client asset
2010
French banking giant BNP Paribas exits UK SIPP market and selects Intelligent Money to take over the running of this business.
2012
Ian Stewart joins the board and becomes a 5% shareholder as part of the takeover deal of the private equity partners in his advisory firms.
2015
Intelligent Money hits £2bn of client asset
2016
Intelligent Money launches its Private Client service
2017
Intelligent Money hits £2.5bn of client asset.