Brewin Dolphin's Manchester office grows funds to over £1 billion

Brewin Dolphin’s Manchester office is celebrating a major milestone as its funds under management exceed £1billion for the first time.

This caps an extraordinary year for the region’s largest independently-owned provider of personalised discretionary wealth management, which has seen double digit increases in both turnover and profit.

William Thomson, divisional director and head of the Manchester office, said: “2013 has proven to be a record breaking year for both us and our clients. We’ve successfully integrated the Manchester and Stoke office, added seven new members to our team and built an ideal platform to take advantage of an uplift in market conditions for 2014.”

To make sure the office is prepared to capitalise on this platform, it has recently completed a re-organistaion, which includes the launch of specialist sector teams, designed to assist with all its clients’ future needs. It has also secured the services of long-term director Neil Harding on a consultancy basis following his planned retirement in late 2015.

William adds: “We’re confident that our new sector focus, coupled with retention of great talent such as Neil, will ensure 2014 is an even better year. Neil has over 25 years of experience within the company, managing discretionary and advisory portfolios for private client family trusts, SIPPs and charities. We’re all delighted that we’ll be able to continue working with him until 2020.”

Brewin Dolphin is one of the UK’s largest independently owned private clientinvestment managers. With over 30 offices throughout the UK, the firm offers a wide range of financial services, with £28bn under management. The firm has a rich heritage in Manchester, tracing its roots back to founders of the Manchester Stock Exchange in the 1840s. The firm offers clients a comprehensive and personal portfolio management service.

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