9 September 2020
Brewin Dolphin’s charity team has won the Charity Times’ Investment Management Award 2020.
The team, which is led by Ruth Murphy, Brewin Dolphin’s head of charities, clinched the award ahead of competition from Barclays Private Bank, Newton Investment Management, Rathbone Investment Management, Sarasin & Partners and Smith and Williamson.
Ruth Murphy
Now in their 21st year, the Charity Times Awards attract hundreds of entries across the charities sector. The awards, which celebrate the best standards across the industry, are evaluated by an independent judging panel. The judges described Brewin Dolphin’s team as “a professional and experienced team who understand the wants and needs of the charity sector specifically”. They praised Brewin Dolphin’s charities team for “their ability to understand the individual needs of particular charities, rather than the sector as a whole”.
Commenting on the win, Ruth Murphy said: “We are absolutely delighted to win the award this year. Not only did we win against strong competition, we were competing in the Covid-19 environment which was a time fraught with uncertainty for everyone. We believe that our ability to support our charity clients and adjust their income forecasts during the lockdown period, as well as the sheer resilience and strength of our business, played an important part in helping us win.”
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
Disclaimers:
- The value of investments and any income from them 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.
- The information contained in this document is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
- Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £46.7* 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 £40.6* billion on a discretionary basis.
Our intermediary business manages £14.2* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 33 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.
*as at 30th June 2020