Brewin Dolphin beefs up Cambridge office with trio of hires
Brewin Dolphin has added three financial planners to its Cambridge team.
Brewin Dolphin
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Brewin Dolphin’s Nicol and five others made honorary CISI fellows
Brewin Dolphin chief executive David Nicol and HSBC group chairman Douglas Flint have been made honorary fellows by the Chartered Institute for Securities & Investment, joining four other professionals.
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Which asset manager is the next takeover target?
Last week’s £11bn merger between Standard Life and Aberdeen Asset Management was a game changer for the industry. Portfolio Adviser asked several wealth managers and analysts, who’s next?
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BT ‘not great value’ despite favourable Ofcom outcome – Brewin Dolphin
Although BT and Ofcom struck a reasonable compromise over the fate of Openreach, the stock still doesn’t look like an attractive value proposition, according to Brewin Dolphin equity analyst Nik Stanojevic.
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Canaccord Genuity swoops for Duncan Lawrie IoM clients
Canaccord Genuity Wealth Management has acquired more than 100 Isle of Man client portfolios from Duncan Lawrie Private Bank.
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Brewin Dolphin launches passives MPS with a difference
Brewin Dolphin is extending its managed portfolio service with five risk-rated passive models, billed as Passive ‘Plus’ because they can, in some asset classes, also invest in active funds.
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Brewin Dolphin COO to depart
Brewin Dolphin’s chief operating officer Thomas Lack has resigned from the firm, having held the role since 2014.
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Brewin Dolphin reports inflows of £500m
Net inflows into Brewin Dolphin’s discretionary funds were £500m the last three months of 2016,” with total funds rising to £36.4bn by 31 December, more than £3bn higher than a year before.
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Brewin takeover to result in axing of Duncan Lawrie research team
The Duncan Lawrie Asset Management research team is set to be made redundant as a result of the acquisition of the business by Brewin Dolphin, it is understood.
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Brewin Dolphin hires Barclays Wealth man
Godfrey Cromwell, a former Barclays Wealth banker, has jumped ship to join Brewin Dolphin.
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Brewin hit by 18% fall in pre-tax profits
Brewin Dolphin has posted a 17.9% fall in pre-tax profits as it has published its preliminary annual results for 2016 in a year that included a “challenging” first half.
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Rowan Dartington expands with further regional hires
St James’s Place-owned Rowan Dartington has continued its hiring spree with the recruitment of two private client hires in Leeds and Ipswich.
