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.
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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.
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