Brewin Dolphin
Wealth Management
The start of 2015 has proved to be a busy few months for the wealth management space as firms make acquisitions, hires and expansion plans. Investment Week rounds up the stories you may have missed.
19 April 2015
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Wealth Management
Brewin Dolphin has been named as a prime candidate to join the wealth management M&A merry-go-round by broker Liberum Capital.
17 April 2015
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Platforms
The potential sales of Transact and Seven Investment Management (7IM), as well as increased scrutiny from the regulator, have prompted advisers to start probing platforms on their exit strategies.
03 March 2015
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2 min read
Investment
Hargreave Hale is to expand its reach with the opening of a new office in Norwich, led by two former Brewin Dolphin investment managers.
23 February 2015
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Wealth Management
A 23% fall in commission income held back Brewin Dolphin in Q4 despite improving revenues from fee-based business, the wealth manager has said.
28 January 2015
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Industry
Boutique wealth manager Dart Capital has acquired IFA Waterson Jones, adding £150m to its total asset base.
23 January 2015
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Platforms
Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
23 January 2015
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Wealth Management
Former Brewin Dolphin head of research Matthew Butcher has joined forces with ex-Argonaut COO Edward James and former colleague Matthew Collis to launch a consultancy firm for wealth managers and fund groups.
22 January 2015
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