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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)
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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.”
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