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

'Wealth managers have a lot to learn from supermarkets'

Laura Dew

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...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Investment

Brian Raven, Tavistock chief executive

Tavistock revenues jump 14% amid year of acquisitions

Bought LEBC research firm

clock 27 June 2022 • 1 min read

Event Voice: Your Questions Answered by Barings at the Fixed Income Event

clock 23 June 2022 • 2 min read
Kerry Leighton-Bailey, director of shareholder engagement at Lumi

Expecting the unexpected during a turbulent AGM season

Be prepared

Kerry Leighton-Bailey
clock 22 June 2022 • 4 min read