9 December 2014
Brewin Dolphin, one of the UK’s leading Wealth Managers, is delighted to see the continued growth in its investment services for charities, seeing their ranking rise to 7th largest charity investment manager in the UK in this years’ edition of the Annual Charity Fund Management Survey (Charity Finance, November 2014).
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 regulated investment team managing their funds.
Ruth Murphy, Head of Charities at Brewin Dolphin 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. Market conditions and the responsibilities placed upon trustees have required charities to consider the role of their investments and the service they require very carefully. We have concentrated on providing the appropriate portfolio solution as well as the broader investment advice, policy debate, ethical screening and other specific requirements of each charity client and their portfolio across the UK.
-ENDS-
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The opinions expressed in this article are not necessarily the views held throughout Brewin Dolphin Ltd. No Director, representative or employee of Brewin Dolphin Ltd accepts liability for any direct or consequential loss arising from the use of this document or its contents.