Wealth manager Brewin Dolphin has announced it has begun testing a "needs-based" wealth planning and investment advice service, called WealthPilot, to engage a wider market segment with simpler needs.
The company, which has been looking at ways to innovate during "continued evolution of financial regulation and government policy", said the standalone operation will offer lower cost investment solutions,...
Round-up of diversity coverage
Latest news and analysis
Also introducing administration fee
Case opened on 13 November
Seeking assets with social and environmental impact