Raymond James hires from Brewin Dolphin for Cheltenham branch opening
Paul Whitehead says the pandemic has given him a chance to ‘consider what is important in my profession’
Brewin Dolphin
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Brewin Dolphin attracts record quarterly inflows of £1bn
Total discretionary funds were up 11% at £45.7bn
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Brewin Dolphin unveils sustainable MPS for advisers
Portfolios will be made up of funds that exclude exposure to ‘controversial sectors’
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Brewin Dolphin defies Covid hit to break £50bn AUM
Income for the model portfolio service grew 18.5% in the final three months of 2020
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Brewin Dolphin unveils new research head as Guy Foster bumped up to chief strategist
Reshuffle sees investment director Davina Rich step up to replace Foster
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I’ll be home for Christmas… with Brewin Dolphin’s Janet Mui
In a festive series investment experts reflect on an extraordinary year and their hopes for 2021
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Brewin Dolphin discretionary flows fall £600m compared to last year
Wealth manager is focusing on digital projects heading into 2021
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Brewin Dolphin appoints BMO Gam as partner for £12bn portfolio
BMO Gam will help the wealth manager with engagement on direct equity holdings
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Brewin Dolphin targets IFAs with quintet of fund-of-funds
Launch comes a week after Brewin cut VAT across active and passive MPS
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Investec Wealth & Investment throws hat into ring in MPS price fight
AMC of 0.2% makes model portfolio range one of the most competitive on the market
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Why wealth managers are a better play on UK savings market than platforms
Broker deems platform valuations too high but fund managers still see an opportunity to tap into future growth
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John Moore: Why US, Europe and Asia are more compelling than the UK right now
‘It just feels instinctively like there are better opportunities elsewhere’
