19 November 2021
Brewin Dolphin has expanded its Glasgow team with 14 appointments and promotions across its financial planning and investment divisions this year.
Craig Thomas joins the wealth manager’s financial planning team as a paraplanner, after holding positions at IBC Wealth and Scottish Widows.
Blair Smith, Jenna Nicol, and Courtney McColgan have been appointed associate portfolio managers, with the latter joining from JP Morgan. Paula Leonard, Darrell Cram, Jake Johnston, Luke Hughes and Claire Griffin join as investment management assistants.
Meanwhile, Euan Devanney and Gillian Costello have been appointed administrators alongside assistant administrators Amy Stevenson, Antonia McMahon, and Sophie Green.
The new recruits underline Brewin Dolphin’s commitment to investing in its client offering in Glasgow. The wealth manager’s headcount in the city now stands at 48 – a record for the office.
Stephen Martin, head of office at Brewin Dolphin Glasgow, said : “As more people seek advice in these uncertain times, our new additions and promotions within the Glasgow team will continue to support our clients in reaching their financial objectives. Each of them brings new skills and experience to our business.
“Throughout the challenges of the pandemic, we have remained focused on supporting our clients. With that approach, we have also seen an increase in work coming into the office – particularly from business owners, the intermediaries we work with, and our private clients. We go into 2022 in good shape and with a record headcount in Glasgow, underlining our commitment to the city and our client service in Scotland.”
PRESS INFORMATION
For further information, please contact:
Vera Lindkvist vera.lindkvist@framecreates.co.uk 07452 828 682
Peter McFarlane peter.mcfarlane@framecreates.co.uk 07412 739 093
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £56.0* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £48.7* billion on a discretionary basis.
Our intermediary business manages £17.6* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service, the MI Brewin Dolphin Voyager fund range and Sustainable MPS.
In line with the premium we place on personal relationships, we’ve built a network of 34 offices across the UK, Jersey and Republic of Ireland, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core.
For more information, visit: www.brewin.co.uk
*as at 30th June 2021.