Brewin Dolphin halfway through cost-saving segregated mandate transfer

Aiming to reduce MPS costs by £3m a year

Robin Beer: “By ‘swapping’ the assets with the seller rather than buying them on the open market, we have avoiding significant purchasing costs."
Robin Beer: “By ‘swapping’ the assets with the seller rather than buying them on the open market, we have avoiding significant purchasing costs."
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Wealth manager Brewin Dolphin has completed two of four transfers into manager-of-manager segregated mandate strategies as part of its restructure of its managed portfolio service (MPS).

Brewin Dolphin has transferred around £750m of the £1.5bn from third-party retail funds into its new segregated investment mandates. It announced the move in January, saying the aim of the exercise...

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