Brewin Dolphin buys IFA firm
The acquired firm forms part of wealth manager’s strategy to expand in the south of England
Brewin Dolphin
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PEOPLE MOVES: JTC, Indosuez, UBS, Intrinsic
JTC hires duo for new private office and Indosuez appoints Gulf market manager
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PEOPLE MOVES: Aberdeen Standard, Brewin Dolphin, LGIM
Aberdeen Standard bolsters Hong Kong team, Brewin Dolphin hires a CFO, retail sales shake up at LGIM
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PEOPLE MOVES: Brewin Dolphin, Schroders, PIAS
Brewin reshuffles Edinburgh team, Schroders appoints from Blackrock and Singapore financial adviser PIAS hires chief executive from Prudential.
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PEOPLE MOVES: Ashburton, Brewin Dolphin, Sanlam
Ex-UBS man to lead Ashbuton’s international business, Brewin Dolphin hires from gold dealer to lead new London office and Sanlam recruits from Jupiter for UK regional sales role.
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PEOPLE MOVES: Brewin Dolphin, Manulife, JP Morgan
Brewin Dolphin bolsters its Jersey team with a senior hire, Manulife announces three promotions to its management team in Hong Kong and JP Morgan Asset Management grows its international ETF business with six appointments.
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PEOPLE MOVES: Tilney, Aviva, Brewin Dolphin
Tilney appoints a former Schroders chief financial officer to its board of directors, Aviva hires a head of global financial institutions and Brewin Dolphin makes several key changes to its Cardiff team.
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PEOPLE MOVES: Stephenson Harwood, Julius Baer, Intertrust
Stephenson Harwood appoints a new partner in Hong Kong, Julius Baer sees a senior exit in the Middle East and raids Barclays Wealth for UK expansion, Intertrust appoints Netherlands head and Brewin Dolphin appoints Axa’s Kellard as a non-exec director.
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PEOPLE MOVES: Generali, HSBC Life, Lombard Odier
Generali Group parts ways with its chief insurance officer, HSBC Life appoints a new chief executive and Lombard Odier pulls its new head of family wealth services from UBP.
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PEOPLE MOVES: Manulife, JPMAM, Lombard International
Manulife is consolidating its wealth businesses and moving several key figures, while JPMAM has raided the UK Treasury to hire a chief market strategist for Europe and UK and Lombard International created a new chief operating officer role.
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Brewin Dolphin launches financial adviser apprenticeship scheme
Wealth manager Brewin Dolphin has launched a financial planning apprenticeship scheme aimed at attracting new recruits into the profession.
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Brewin chief demands UK prime minister act on savings crisis
Intergenerational 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 chief executive David Nicol.