Brewin Dolphin's Ford: What wealth managers can learn from supermarkets

'Wealth managers have a lot to learn from supermarkets'

Brewin Dolphin's head of investment management tells Laura Dew how the financial services industry could take a leaf out of retailers' book to become more consumer-focused.

Financial services firms often look to big brands for ideas on how to improve their business, but the comparison made by Brewin Dolphin’s Stephen Ford (pictured) may raise a few eyebrows in 2015.  Wealth managers, he says, should take a leaf out of the supermarkets’ book in their bid to enhance their services in a new era for discretionary and advisory businesses. Now head of investment management and on the verge of completing his fifteenth year at Brewin, Ford is no stranger to adaptation.  He spent the two years prior to Retail Distribution Review implementation as ‘transformati...