Greg Morris has purchased Personal Capital Management

Greg Morris has purchased Personal Capital Management

We are delighted to announce that Greg Morris (Founding Senior Partner, The Austen Morris Associates Group of Companies) has purchased Personal Capital Management (PCM). We have over 7,500 clients across more than 90 countries across the world. Founded in 1994, we strive to reward the trust our clients have placed in us by sourcing leading and competitive investment products and solutions that best suit our client’s individual needs.

At The Austen Morris Associates Group of Companies, we have always sought industry presence and success on a global scale. In pursuance of this, we have offices and representation in Africa, China, North America, Europe, Philippines and Mauritius.  Austen Morris Associates International already has a presence in Mauritius, being the holders of a Global Business – Investment Advisor (Unrestricted) license.

With PCM’s more than 30 years’ experience in the financial services industry and a culture that values client relationships the purchase was a great fit for The Austen Morris Associates Group of Companies.

In a world dominated by advances in technology, financial services providers have had to evolve, adapt and ultimately compete on levels of customer interaction and service never before experienced. AMA is one such company. Elements of our service include 24-hour investment monitoring through an interactive client app, access to a range of dynamically managed global portfolios and platforms offered by industry leaders across the planet, and a tailored client relationship management system. AMA do not underestimate the power of the human touch, as such, these services are managed by a team of experienced Financial Consultants that make sure each client receives the level of service and contact that they desire.

“In handing over the reins of PCM to AMA, I am confident that I have made the right decision, both for myself and for our clients. They are the perfect institution to take over, and I have no doubt that each client will benefit enormously from their professionalism and global expertise.” Mark Blencowe, PCM Managing Director and Owner

We wish Mark a happy and well-deserved retirement with his family back in the United Kingdom.

“With well in excess of $1,2BN dollars under management and contractual obligations, offices and representation in …..we are very pleased and privileged to have completed this acquisition. My best wishes go out to Mark Blencowe and I thank him for his professionalism and dedication over the past three decades within the financial services industry. This is the third acquisition over the past twenty-four months- exceeding on our strategy to grow our footprint globally. At The Austen Morris Associates Group of Companies these acquisitions and growth have been a perfect way to celebrate our 27th year anniversary.

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