The Exeter office of Brewin
Dolphin, one of the UK’s largest independently-owned private client wealth
managers, has expanded significantly in the last two years bringing in two new
trainee investment managers; Kelly Harkins and James Osborne. Both are looking
to develop their careers in Exeter and are keen to boost the development of the
Exeter office.
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James Osborne and Kelly Harkins with
Tim Walker, Head of Office Brewin Dolphin Exeter
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Kelly (24) passed the second of three Masters in Wealth Management
papers, Portfolio Construction Theory, while James (25) passed the Private
Client Advice paper to move onto the second. Both Kelly and James were awarded
a merit, which is a great achievement.
The Masters in Wealth Management is the top qualification offered by the
CISI and will lead both Kelly and James to becoming Chartered Wealth Managers
in time.
Tim Walker, Head of the Exeter
office, said, “I am delighted with both Kelly and James’ success. It is important
for the future development of this office that we have young, well qualified
staff. At Brewin Dolphin we have a
comprehensive training programme and support all of our staff to attain their
full industry qualifications. We wish
Kelly and James all the best for their future exams.”
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