Investment portfolio management
Brewin Dolphin is a large UK investment management and financial planning firm, with 39 offices throughout the UK and Channel Islands. It offers personalised wealth management services to meet the needs of individuals, charities and pension funds.
The company is listed on the London Stock Exchange and also has a wholly owned subsidiary Tilman Brewin Dolphin, which is based in Dublin.
Brewin Dolphin has £42.3bn of funds under management (as of 30 June 2018). It recently reported record quarterly profits of £84.2m (up to 30 June 2018) and recently opened a new office in London's West End.
Managers report activity during H1
Head of sustainability and sustainability manager
Chairing firm's client investment proposition
Joins from Cazenove Capital
Williams joined recently
Tales from lockdown
Replaced by Robin Beer
Results for year to 30 September
16 investment managers hired in 2019
Harry Burnham to be replaced by Jonathan Mack
Planning to charge less than half the fees of SJP
Further hires to come
Brewins also looks to raise £60m through share placing
Undisclosed fee and AUA
Impact of political turmoil and Brexit
Looking to buy private client stockbroking business
MPS segregated mandates
Part of 1762 offering
'Enrich client proposition'
Managers struggling to find solution to pressure on costs
Henry Algeo joins as head of Arden Wealth
What will 2018 be remembered for? For many in the asset management community it will be the year MiFID II, PRIIPs, KIDs and GDPR were introduced, adding to the already heavy burden of regulation.
Due diligence is key