Ex-Brewin trio to head Raymond James Oxford branch
Raymond James is opening a branch in Oxford led by three former Brewin Dolphin wealth managers.
Raymond James is opening a branch in Oxford led by three former Brewin Dolphin wealth managers.
Brewin Dolphin boosted its level of discretionary funds under management above target, hitting £33.8bn for the full-year.
Brewin Dolphin has recruited a director of portfolio management at one of its 29 regional hubs.
Brewin Dolphin has hired former UBS Wealth Management adviser Tom Colburn as a director in its London office.
Brooks Macdonald has expanded its footprint in Wales with the opening of a new office in Cardiff, headed by former Brewin Dolphin man and professional rugby player, Andrew Lewis.
Brewin Dolphin has reported a record total income for the three months to the end of June, driven by what it termed “strong organic fund inflows”.
Wealth manager Brewin Dolphin has launched a financial planning apprenticeship scheme aimed at attracting new recruits into the profession.
DFM Hargreave Hale has recruited an ex-Brewin Dolphin assistant director as an investment manager in its Carlisle office.
Brewin Dolphin reported record inflows of £1.1bn into its discretionary funds over the last six months as it completed the acquisition of Duncan Lawrie Asset Management.
Intergeneration wealth disparity, tax simplification and removal of the £1m lifetime pension allowance are all addressed in a remarkable letter to the prime minister from Brewin Dolphin CEO David Nicol.
Brewin Dolphin has recruited Grant Parkinson from Coutts to be its new chief operating officer.
Brewin Dolphin has added three financial planners to its Cambridge team.