22 October 2018
Brewin Dolphin, one of the UK’s leading wealth management companies, has recently appointed a new divisional director of portfolio management at its Reigate office.
Paul Mansfield will lead the portfolio management team in Reigate to develop investment strategy and identify new investment paths. His role will include ensuring client portfolios are run efficiently in adherence to client objectives and risk profiles, assist team members to enhance their knowledge, and nurture existing relationships with business support and investment management teams.
Paul has over 15 years’ experience in the financial services industry, having held roles at Cornhill Asset Management, Hargreave Hale (now Canaccord Genuity), and most recently at Sanlam Private Wealth. He holds an MSc in Business Management.
Commenting on Paul’s appointment, Lee Clark, Head of Office, Brewin Dolphin Reigate said: “Paul’s expertise and broad experience will prove beneficial as we further grow and develop our investment management and financial planning services in the South East. Our clients are at the heart of what we do, and so having someone of Paul’s calibre in the team should enable us to add more value for our clients’ financial needs.”
The Reigate office is one of 30 offices in Brewin Dolphin’s network across the UK, Jersey and Dublin.
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Payal Nair payal.nair@brewin.co.uk Tel: +44 (0) 20 3201 3342
FTI Consulting: brewindolphinconsumer@fticonsulting.com / Tel: (0)20 33195642
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £42.3* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of over 80,000 account holders including individuals, charities and corporates.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £36.8* billion on a discretionary basis.
Our intermediary business manages over £12* billion of assets for over 1,000 advice firms either on a discretionary basis or via its Managed Portfolio Service
In line with the premium we place on personal relationships, we’ve built a network of 30 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients’ needs at the core. The value of investments and any income from them can fall, and clients may get back less than they invested.
*as of 30 June 2018
Photo Credit: Tim Cantrell