Brewin Dolphin expands expertise in the Channel Islands

News & comments

11 August 2008

Brewin Dolphin is delighted to announce the appointments of David Smith and Dale Hubber-Richard to its Guernsey office, strengthening the firm’s offering in the region.

Dale Hubber-Richard joins Brewin Dolphin from SG Hambros Bank (Channel Islands) Ltd, where he has been a senior investment manager since 2004 and David Smith was chief investment officer with International Asset Monitor.

Together David and Dale bring with them more than 35 years of industry experience including the management of substantial investment portfolios and expert knowledge of a wide range of financial products and services.

Brewin Dolphin is the largest independent private client investment manager in the UK and manages £20 billion of funds from 39 offices, of which £10.4 billion is on a discretionary basis. The Brewin Dolphin Guernsey office was established in 1997 and its Jersey office set up in 1972; the firm has since become one of the Channel Islands’ leading investment houses.

Matthew Butcher, Head of Funds Research for the BD Group said “the combination of Dale’s renowned experience of managing discretionary portfolios and his depth of knowledge of collective investments, with our strong in house primary research capability will provide a very strong service offering to all our existing and new clients in the Channel Islands.”

Stuart Sangan, Divisional Managing Director of the Channel Islands said:

“The appointment of David and Dale is great news for Brewin Dolphin, further enhancing our wealth of knowledge and reinforcing our status in the Channel Islands.

“We pride ourselves on providing a personal service to our clients and benefit from having access to the same stock market news, reports and research wherever our branches are located.  For clients, it is a great advantage to have assets managed by a local broker who is able to draw on the proven track record, specialist systems and research capabilities of a national fund management firm.”

For more information, please contact:

David Smith, Director, Brewin Dolphin on 01481 743842
or the press office on 0845 213 3330