Brewin Dolphin, the wealth manager, has announced the appointment of Don Percival as a wealth director within its '1762' team at 8 Waterloo Place in St James's, London.

Don joins Brewin's growing '1762' team which provides bespoke wealth advisory services and diverse investment solutions for clients with more complex financial requirements. Don's arrival marks the fifth recent addition to the team within the last few months.

A highly experienced financial services professional, Don's 30-year career has focused on developing wealth management solutions for international and UK clients with an affinity to the UK. During his career, he has spent 23 years in private banking, both as client practitioner and manager, most recently in London.

Commenting on Don's appointment, Nick Hammond, 1762 operations director, said: 'We are delighted to welcome Don to the team at 1762. We believe that his experience, focus and passion in managing the financial needs of private clients with an emphasis on exceptional service makes him an ideal fit for the 1762 team which has a growth and innovation mandate.'

Don said: 'I am pleased to become part of a team whose competence in wealth advisory services ranging from close coordination around complex family law, non-dom planning and investing assets in accordance with Tier 1 visa rules, was a huge draw for me. This coupled with the recognised traction of the 1762 proposition, the choice of direct international equity portfolios and a plethora of other sophisticated cost reductive investment portfolios, makes 1762 a great opportunity, and home, for prospects and clients alike.'

PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342

NOTES TO EDITORS

Disclaimers:

  • The value of investments and any income from them can fall and you may get back less than you invested.
  • The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
  • Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444).

About Brewin Dolphin

Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £56.0* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.

We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £48.7* billion on a discretionary basis.

Our intermediary business manages £17.6* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service, the MI Brewin Dolphin Voyager fund range and Sustainable MPS

In line with the premium we place on personal relationships, we've built a network of 34 offices across the UK, Jersey and Republic of Ireland, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients' needs at the core.

For more information, visit: www.brewin.co.uk

*as at 30th June 2021.

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Brewin Dolphin Holdings plc published this content on 02 August 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 02 August 2021 11:21:04 UTC.