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Brewin Dolphin

Managed solutions

Brewin Dolphin to expand and rename Managed Funds Service

Brewin Dolphin is set to rebrand its Managed Funds Service (MFS) and plans to expand the range of portfolios on offer.

clock 14 August 2015 •

Investment

Five advice giants break away from rivals on fees

A handful of the UK's largest financial advice firms have decided to distinguish their businesses from rivals' by publishing their fees on their company websites.

clock 03 June 2015 •

Investment

Brewin Dolphin named as top UK takeover target

Brewin Dolphin has been named as a prime candidate to join the wealth management M&A merry-go-round by broker Liberum Capital.

clock 17 April 2015 •

Wrap/platforms

Advisers question platforms' exit strategies after sales talks

The potential sales of Transact and Seven Investment Management (7IM), as well as increased scrutiny from the regulator, have prompted advisers to start probing platforms on their exit strategies.

clock 04 March 2015 •

Investment

Brewin pair to open Hargreave Hale office

Hargreave Hale has poached two investment managers from Brewin Dolphin to open an office in Norwich.

clock 23 February 2015 •

Managed solutions

Tinder, Match, or speed dating: The DFM/platform relationship

Tinder, Match, or speed dating: The DFM/platform relationship

clock 10 February 2015 •

Wrap/platforms

Zurich expands platform to include first DFMs

Zurich has expanded its platform offering to include a discretionary fund management service for the first time.

clock 23 January 2015 •

Wrap/platforms

Charles Stanley profits fall as Leicester office costs weigh

Wealth manager Charles Stanley has reported a 33% drop in profit before tax following a year of "significant" cost which has seen it spend millions on acquisitions.

clock 19 June 2014 •

Your profession

Brewin Dolphin profits surge in H1 but advisory arm sees £1bn outflow

Wealth manager Brewin Dolphin reported profits surged in the half year to March, although it saw a large outflow from its advisory business.

clock 28 May 2014 •

Global

Should currencies play a bigger role in portfolios?

CURRENCIES

clock 10 April 2014 • 4 min read
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