Brewin Dolphin to expand buy list by 25%

clock

Brewin Dolphin is planning to increase the number of open-ended funds it recommends to clients by 25% in the coming months as it seeks to provide more income plays.

The wealth manager’s list of recommended funds currently stands at around 80, and roughly 20 new funds are slated for inclusion, according to group head of research Matthew Butcher. “We are expecting our list to grow in size, to around 100 funds. It is there to provide meaningful choice,” Butcher said. “We are looking to diversify across the regions within our research output in order to widen clients’ sources of income.” The wealth manager meets over 500 fund managers a year as part of its selection process, which involves an initial quality screen followed by a four-stage process...

To continue reading this article...

Join Investment Week for free

  • 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
member?

Login

More on Investment

Partner Insight: How effective are impact investments?

Partner Insight: How effective are impact investments?

Impact investing has transformed over the past decade, giving investors the opportunity to pursue both financial returns and social and environmental outcomes.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: High-yield investors should keep a close eye on the default cycle

Partner Insight: High-yield investors should keep a close eye on the default cycle

As central banks start to think about cutting interest rates, forecasts for a peak in credit default rates are not far behind — and could happen sooner than expected, says Wellington Management’s Alex King.

Sarka Halas
clock 27 March 2024 • 2 min read
Partner Insight: Navigating a new era for investing

Partner Insight: Navigating a new era for investing

Across the developed world, inflation is back and here to stay, says Wellington Management’s John Butler.

Sarka Halas
clock 13 March 2024 • 2 min read
Trustpilot