19 March 2019
Accepting the award was senior investment manager John Moore
Brewin Dolphin’s Edinburgh office is celebrating after winning a Citywire Wealth Manager Regional Stars Award for the Scotland and North Ireland region. The award winners were announced at a prestigious ceremony in March at the Westminster Park Plaza in London. Brewin Dolphin won awards in five out of the total eight regions polled, taking home the most trophies.
The award win further endorses Brewin Dolphin’s intermediary offering, which is driven by 18 regionally-based business development managers, and, in Edinburgh, by a dedicated team of investment professionals who specifically service the IFA (Independent Financial Adviser) market. Brewin Dolphin’s Glasgow office was also a finalist at this year’s awards, showing the strength of the company’s intermediary service in Scotland.
Now in its seventh year, the Citywire Wealth Manager Regional Stars Awards are a reflection of adviser sentiment, as they are voted for by the IFA community and act as a platform for financial planners to rate discretionary firms on the quality of their service and investment proposition. IFAs ranked individual wealth management offices on four criteria: investment outcomes, client reporting, relationship management and efficiency of service. This year’s awards saw around 1,000 advisers across eight major UK regions vote for their favourite wealth managers.
Marc Wilkinson, Regional Director for Scotland and the North, Brewin Dolphin, said: “We are very proud to have won this award as it shows the level of trust and satisfaction that our local IFA clients have in us to provide their clients with high-quality investment expertise. In these times of uncertainty, we are seeing an increased need for expert and innovative solutions to meet people’s varied financial needs.
“This award is really a reflection of all of our Scottish offices’ hard work and dedication to our local advisers and their clients.”
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £39.5* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of over 80,000 account holders 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 £34.9* billion on a discretionary basis.
Our intermediary business manages over £11* billion of assets for over 1,000 advice firms either on a discretionary basis or via its Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 30 offices across the UK, Jersey and Dublin, 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. The value of investments and any income from them can fall, and clients may get back less than they invested.
*as at 31st December 2018
Disclaimers:
The value of investments can fall and you may get back less than you invested.
The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
Past performance is not a guide to future performance
This information is for illustrative purposes only and is not intended as investment advice.
No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact us.
Brewin Dolphin is authorised and regulated by the FCA