8 Jan 2016 07:00
8 January 2016
Brewin Dolphin Holdings PLC ("the Company")
Directorate change and expansion of Executive Committee
On 22 September 2015 Brewin Dolphin ("Brewin") outlined a strategy to promote further organic growth in funds under management through both the direct and agent channels. Consistent with this focus, Brewin is pleased to announce the following important internal appointments to the Company's Executive Committee:
- Charlie Ferry will be responsible for the private client business in the South East of England
- Stephen Jones will be responsible for all private client business outside of the South East
- Nick Fitzgerald will be responsible for Financial Planning
- Robin Beer will be responsible for the rapidly-growing intermediary and charities businesses
- Paul Jones takes the role of Chief of Staff.
These changes create a broader structure, increasing the representation of client-facing leaders on the Executive Committee. As a result it has been agreed that Stephen Ford will leave Brewin and step down from the Board of Directors of the Company with immediate effect.
The Board is grateful to Stephen for his significant contribution to Brewin's success over the past 15 years.
David Nicol, Chief Executive, said:
"We are delighted to promote these long-standing Brewin colleagues to these critical roles and increase the size and client-facing membership of our Executive Committee at a time when growth is our key focus across the business. The appointments demonstrate the breadth of talent that sits within our Company. I would like to extend my personal thanks to Stephen for his commitment to growing our client business and I wish him well in his future endeavours."
For further information:
Brewin Dolphin Holdings PLC | |
David Nicol, Chief Executive | Tel: +44 (0)20 7248 4400 |
Andrew Westenberger, Finance Director | Tel: +44 (0)20 7248 4400 |
FTI Consulting | |
Paul Marriott | Tel: +44 (0)20 3727 1341 |
Edward Berry | Tel: +44 (0)20 3727 1046 |
Notes to Editors:
About Brewin Dolphin
Brewin Dolphin is one of the UK's leading independent providers of personalised, discretionary wealth management services. With £28.3 billion in funds under management, we offer award-winning investment management and financial planning services to approximately 100,000 account holders, including individuals, charities, trusts, pension funds and financial intermediaries.
Brewin Dolphin is dedicated to providing the highest levels of client service, helping our clients plan their finances and manage their investments to achieve their long-term goals. Ranging from bespoke, discretionary investment management to retirement planning and tax-efficient investing, we inspire confidence in our clients enabling them to make the right choices and achieve their individual life ambitions.
Our focus on discretionary investment management has led to significant growth in discretionary client funds and we manage £24.8 billion on a discretionary basis.
We currently have 27 offices throughout the UK, Channel Islands and the Republic of Ireland, with qualified investment managers and financial planners, providing our clients with a personal and tailored wealth management service. 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.
We are proud of our success and have the vision and ambition to grow into the UK's leading provider of discretionary wealth management. In 2015, we won the City of London Wealth Management Awards for Best Discretionary Service Award 2015 and the Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015. We are committed to building on our strong track record and delivering continued value to both our clients and shareholders.