Increased client focus prompts Brewin management shake up
Stephen Ford, head of wealth and investment management at UK wealth manager Brewin Dolphin has left the firm after 15 years following a significant management shake-up.
Brewin Dolphin
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Brewin’s wealth head Ford focusing on growth
Brewin Dolphin’s head of wealth and investment management Stephen Ford applies two key principles when running money: he believes integrity is paramount and that financial services is as much about people as performance.
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Active share neither silver nor bullet shaped
Robin Geffen’s call for the Financial Conduct Authority to make the disclosure of active share mandatory is the latest shout in what is a growing clamour for better ways to provide evidence of what he refers to as ‘truly active’ management.
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Collective effort Asset Brewin Dolphin
In the 11 years that Ben Gutteridge has worked at Brewin Dolphin, the UK-headquartered discretionary wealth manager with a Jersey office, has nearly doubled its assets under management, from £17bn to around £30bn.
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Brewin Dolphins profits slump
A write off of a major IT project saw Brewin Dolphins pre-tax profits plunge 70% from £28.4m to £8.6m in the year to 28 September, though income and discretionary assets climbed.
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brewin blames outflows on switch
UK wealth management firm Brewin Dolphin saw outflows of £1.2bn in the nine months to 30 June, half of which it put down to the group’s change to a “transparent fee-based charging basis”.
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Brewin Dolphin acquires Tilman AM for up to £31.5m
Brewin Dolphin has purchased Irish asset manager Tilman for a total consideration of up to £31.5m.