Brewin Dolphin
one of the UK’s leading Wealth Managers, with an office in Exeter is delighted
that the popularity of its investment services for charities continues to grow,
seeing their ranking rise to 7th largest charity investment
manager in the UK in this years’ edition of the Annual Charity Fund Management
Survey.
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| Richard Pike, Charities Investment Manager at Brewin Dolphin in Exeter |
Brewin Dolphin have charity specialists in every region, the
firm manages a large number of charity portfolios, as charities seek specialist
advice and portfolio management with their specific objectives, personally
delivered by the team managing their funds.
Richard Pike, Charities Investment Manager at
Brewin Dolphin in Exeter said, “We are really pleased to have risen further
up the league table of charity managers to 7th place, up from 11th
place 5 years ago. The market conditions of recent years have
required charity investors to consider the role of their investments and their
policies carefully and we have worked hard to provide an appropriate portfolio
solution for our charity clients in the South West.”
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