Cardiff

 

The Cardiff office came to the Group through the takeover of Bell Lawrie in 1993. It comprises 11 investment professionals and offers a full range of financial services. 

Our core business is focused on the long-term management of our clients’ investments from a discretionary perspective. This, combined with our access to strong in-house financial services expertise, allows us to take on the pressure of managing clients’ personal finances in this increasingly complicated world. 

We pride ourselves on the personal service we offer. This ranges from the provision of bespoke advice to the ability to drop into the office at short notice.

 

Cangen Caerdydd

Fe ddaeth swyddfa Caerdydd yn rhan o’r Grwp yn 1993 ar ôl i’r Grwp gymryd Bell Lawrie drosodd. Mae gan y gangen 11 o reolwyr buddsoddi sydd yn cynnig amrediad llawn o wasanaethau buddsoddi.

Rheoli buddsoddiadau ein cwsmeriaid dros tymor hir naill ai yn ddewisol neu’n ymgynghorol yw ein busnes craidd. Mae hyn a’n medrusrwydd cryf mewnol mewn gwasanaethau ariannol yn ein galluogi i ymdopi gyda’r pwysau o reoli arian personol cwsmeriaid mewn byd sydd yn mynd yn fwy fwy cymhleth.

Rydym yn ymfalchio yn y gwasanaeth personol rydym yn ei gynnig sydd yn amrywio o gyngor wedi ei deilwra i’r unigolyn i’r parodwydd i’ch cwrdd heb fawr o rhybudd.

Os hoffech chi drafod gyda ni drwy gyfrwng y Gymraeg mae croeso i chi gysylltu gyda naill a’i Geraint Hampson-Jones, Rheolwr Buddsoddi neu Iwan Price Rheolwr Buddsoddi.

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Give us a call

Cardiff

02920 340 100

2nd Floor, 5 Callaghan Square, Cardiff, CF10 5BT

E: cardiff[at]brewin[dot]co[dot]uk

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David Myrddin-Evans

Head of Office

T: 02920 347 613

Biography

David joined Brewin Dolphin in July 2005 as the Divisional Director with responsibility for the Cardiff office. He previously worked at Kleinwort Benson as a Research Analyst, and then at Smith & Williamson where he started as an Institutional Fund Manager; he then became Director and held responsibility for charity investment management. David is an Associate of CFA UK. He has been widely published on issues relating to investment management and is a visiting lecturer at Cardiff Business School. He is a member of the Investment Committee of the Representative Body of the Church in Wales and a Director of Cardiff Business Club.

 

Ymunodd David gyda Brewin Dolphin yn mis Gorffennaf 2005 fel Cyfarwyddwr Rhanbarthol gyda chyfrifoleb am y swyddfa yng Nghaerdydd. Ym 1994 ymunodd gyda Kleinwort Benson fel Dadansoddwr Ymchwil ac ym 1999 symudodd at Smith a Williamson fel Rheolwr Buddsoddi Arian Sefydliadol yn gyfrifol am Gronfa Unedau Incwm Prydeinig cyn gorffen yno fel Cyfarwyddwr gyda chyfrifoleb am reoli buddsoddiadau Elysennau. Mae David wedi gweithio yn y Diwydiant Gwasanaethau Ariannol am 16 mlynedd ac mae’n Aelod o Gymdeithas Gweithwyr Buddsoddi Proffesiynol. Mae wedi cyfrannu nifer o erthyglau ar faterion amserol yn ymwneud â buddsoddi ar gyfer  sefydliadau, elysennau a chwsmeriaid preifat ac mae’n ddarlithydd allanol yn Ysgol Fusnes Caerdydd.

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