Brewin Dolphin buys Bath-based IFA Epoch Wealth Management

Undisclosed fee and AUA

Tom Ellis
clock • 1 min read

Wealth management firm Brewin Dolphin has acquired Bath-based IFA Epoch Wealth Management for an undisclosed fee.

Brewing Dolphin has acquired the firm's assets and the deal will also see Epoch's 38 employees, eight of which are advisers, join the firm. The deal has grown Brewin Dolphin's Bath office count to 31 and seen Epoch's managing partner Barry Newbury become head of office  Brewin Dolphin has been on the acquisition trail of late. In December it revealed it was in the process of acquiring Basingstoke-based advice firm Aylwin, while a couple of weeks ago it emerged the firm was in 'exclusive' talks with Investec about buying its wealth management business. Investec's private client stockbroki...

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