Wealth manager Brewin Dolphin has grown its investment solutions team with the appointment of three portfolio analysts. The hires support the company's successful build-out of its investment propositions for advisers, which includes the MI Brewin Dolphin Voyager fund range (launched in October 2020) and its ESG-focused Sustainable MPS range (launched in April 2021) amongst its other MPS (Managed Portfolio Service) offerings.
Joining the team most recently was Tom Buffham, who will help to develop the company's Sustainable MPS proposition. Tom previously held fund manager and senior analyst roles at Octopus Investments and Aviva Investors. He brings strong experience in fund selection, asset allocation selection and investment idea generation.
Tom's appointment follows that of Jack Collini and Diego Daprile at the end of last year. Jack brings fund management experience and in-depth knowledge of quantitative investment strategies. Previously, he held portfolio management roles at Fideuram Asset Management Ireland and at Sanlam FOUR. Diego Daprile completes the new hires with experience as a quantitative analyst, he has worked for Bloomberg, Eurex Clearing and KPMG in Italy.
David Hood, head of investment solutions, Brewin Dolphin, said:'We have continually enhanced our propositions to offer more choice and cost-effective investment solutions to advisers' clients. As part of this process, we've grown our team by bringing onboard some of the best talent in the industry. Together, the team deploys a best-in-class investment approach for clients' portfolios.'
Brewin Dolphin's intermediary business has seen strong growth, year on year, and currently manages AUM of £17.6bn with £5.8bn total funds in its MPS and MI Brewin Dolphin Voyager fund range.
Figures as at 30th June 2021
For further information, please contact:
Richard Janes firstname.lastname@example.org / Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Anita Turland: email@example.com / Tel: (0) 20 3201 4263
Payal Nair firstname.lastname@example.org / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
- 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.
- Past performance is not a guide to future performance
- This information is for illustrative purposes only and is not intended as investment advice.
- No investment is suitable in all cases and if you have any doubts as to an investment's suitability then you should contact us.
- If your clients invest in currencies other than their own, fluctuations in currency value will mean that the value of their investment will move independently of the underlying asset.
- 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.
Brewin Dolphin Holdings plc published this content on 10 September 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 10 September 2021 13:21:07 UTC.