5 July 2018
L to R – Marc Wilkinson, Lynne Lamont, and Donald Brown
Brewin Dolphin, one of the UK’s leading wealth managers, has strengthened its presence in Edinburgh with a clutch of senior appointments.
Marc Wilkinson has taken up a joint role as head of the firm’s office in the Scottish capital and regional director for Scotland and the North of England. Marc has been in the latter position since 2014 and with Brewin Dolphin since 1993.
Jonathan Tweedie, the outgoing head of Edinburgh, has been promoted to regional director. Jonathan will assume responsibility for a number of Brewin Dolphin’s offices in England, ranging from Truro in the South West to Nottingham in the East Midlands.
The firm has also promoted Donald Brown from senior divisional director to head of private clients in Edinburgh. Donald joins Marc and Lynne Lamont – who became head of Brewin Dolphin’s Scottish charity and institutional service in 2009 – on the office leadership team.
Marc Wilkinson said: “Jonathan has been integral to the success of our Edinburgh team during his time as head of office – I have no doubt he will excel in his new, expanded role overseeing our regional operations in England.
“Donald and Lynne have both played important roles in Edinburgh over the past few years, building their respective sides of the business and helping our clients achieve their financial goals. They will be a formidable team in the years ahead, cementing our position as one of the leading providers of discretionary wealth management services in Scotland.
“Wealth management continues to change at pace and it’s vital that we change with it, advising our clients on how to make the most of their tax allowances and plan for their families’ future. While interest rates remain at historic lows, we are scouring the world to find the best returns for them, without taking excessive risk.”
– ENDS –
Press contacts
Peter McFarlane
Frame
T: 0141 559 5840
E: peter.mcfarlane@framecreates.co.uk
Richard Janes
Brewin Dolphin
T: 020 3201 3343
E: Richard.Janes@brewin.co.uk
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £39.7* 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 £34.3* 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 29 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 of 31 March 2018