Brewin Dolphin’s MFS wins three categories at Citywire’s Investment Performance Awards

Brewin Dolphin, one of the UK’s leading Wealth Managers, with offices in Exeter and Plymouth, announces that its Managed Funds Service (MFS) has won three categories at Citywire’s celebrated Wealth Manager Investment Performance Awards 2014.  The firm has retained the Cautious portfolio and won both the Balanced category and the Overall Large Firm Award.  

Mike Gerrard, Business Development Manager at Brewin Dolphin in the South West

Brewin Dolphin was also short-listed once again for the Aggressive Portfolio award. Each model in their MFS range has a positive risk-adjusted return and this award recognises the value which MFS has provided to advisers and their clients.

Mike Gerrard, Business Development Manager at Brewin Dolphin in the South West said: ““It’s a great achievement to win three categories of the Citywire Investment Performance awards.  This award, which review performance across the investment risk spectrum and ranks entrants based on performance across all risk levels, demonstrates the value added for our advisers and their clients within our Managed Funds Service.  We appreciate the support from advisers for their service, particularly in Devon and Cornwall.  Throughout the UK almost 600 firms have signed up to use our Managed Funds Service and the exponential growth in assets under management demonstrates the strong relationships we have built with advisers.”

He adds: “Brewin Dolphin has a large and experienced Research team who take into consideration asset allocation, fund selection and portfolio construction, which ensures portfolios are consistently rebalanced to reflect our most current views. With no in-house funds, Brewin Dolphin has a whole of market, best of breed approach with no conflicts of interest and these are the keys to delivering successful investment solutions.  In the last 12 months, the support from advisers for our MFS has been fantastic. As firms continue to implement central investment propositions, we are delighted that we have been recognised with further accolade from the Citywire Investment Performance awards. These awards, backed by Asset Risk Consultants (ARC), are independent validation of our robust and repeatable process in delivering excellent risk-adjusted performance that will give confidence to advisers and their clients.” 

Brewin Dolphin also won the Best Overall Large Firm award, having been shortlisted last year.  

Local Office Awarded National Industry Award for South West

Photograph - L-R:

Brewin Dolphin Plymouth Team:

Tracy Smith- Divisional Director / Chris Janes- Divisional Director

Brian James Head of Office/ Ruth Smith – Divisional Director and 

Mike Gerrard Business Development Manager SW)

Brewin Dolphin’s Plymouth office has been awarded the 2013 Citywire Wealth Manager Regional Star award for the South West.  The regional Stars Awards 2013 were presented at the inaugural Citywire Wealth Manager Conference and Awards in London, the discretionary wealth management community’s largest-everceremony of this type.

The awards acknowledge discretionary Investment Managers who have delivered an exemplary service for their clients. Firms were nominated and the awards selected by IFAs and advisers based on their views of the wealth managers in their own region. In the awards they have expressed their view on the level of service they have received, as well as the investment outcomes that were achieved. The advisers ranked individual wealth management offices on four criteria; investment outcome, client reporting, relationship management and efficiency of service.

Brewin Dolphin Plymouth has a very experienced team of investment managers, managing portfolios for a wide range of private clients, charities, businesses, IFAs and other professional introducers.

Brian James, Head of Office, Brewin Dolphin Plymouth says:  “We are delighted to have been publicly recognised within the South West. The team in Plymouth has developed a deep understanding of the local community of both professional and private clients. The appetite to outsource investment management continues to grow and Financial Advisers who are looking to partner with a DFM, like the fact we do not offer in house funds and that each portfolio is bespoke and is managed locally. Trust and mutual respect are the foundation stones of all our relationships. The investment prowess and determination to look to our clients’ best interests in Plymouth is mirrored throughout the Brewin Dolphin Group and this accomplishment is due to hard work and team efforts.”

www.brewin.co.uk/plymouth