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Brewin Dolphin tests low-cost advice service WealthPilot

Innovation 'at the core' of firm's strategy

David Nicol of Brewin Dolphin
David Nicol of Brewin Dolphin
  • Natalie Kenway
  • Natalie Kenway
  • @KennethGoso
  • 29 November 2017
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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,...

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