19 July 2016
Brewin Dolphin, one of the UK’s largest independent private client wealth managers, today announced the appointment of Louise Shaw and Nicholas Regan as Divisional Directors in the London office. Nicholas will report to Simon Blowey, Divisional Director, Financial Planning, London and South East and Louise will report to James Campbell-Johnson, Divisional Director, Investment Management, London and South East.
Louise joins Brewin Dolphin on 26th July after nine years at Kleinwort Benson where she was a client director. Nicholas Regan has over 20 years’ experience in the financial services sector, and joins Brewin Dolphin on 8th August from BNP Paribas where he was head of Asian equities in Europe. He previously he held a similar role at Credit Suisse, prior to starting his career in fund management.
These appointments support Brewin Dolphin’s announcement in its last interim results statement that it has started on a long-term hiring plan to support its growth ambitions to increase discretionary funds by a third over the next five years.
Commenting on these new appointments, David Nicol, Chief Executive, Brewin Dolphin said: “We are delighted that both Louise and Nicholas are joining us at an exciting stage in our development. They both bring excellent technical expertise, but most importantly have an impressive track record in building strong relationships with clients.”
About Brewin Dolphin
Brewin Dolphin is one of the UK’s leading independent providers of discretionary wealth management. With £32.8 billion in funds under management, we offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.
We specialise in helping clients protect and grow their wealth by creating financial plans and investment portfolios that meet personal and professional ambitions 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 £25.9 billion on a discretionary basis.
In line with the premium we place on personal relationships, we’ve built a network of 28 offices across the UK, Channel Islands and Ireland, 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.
We are proud of our success and have the vision and ambition to grow into the UK’s leading provider of discretionary wealth management. This year we were awarded a 5 star Defacto 2016 rating for DFM Managed Portfolio and in 2015, we won the City of London Wealth Management Awards for Best Discretionary Service Award 2015 and the Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015 – Large Firm. We are committed to building on our strong track record and delivering continued value to both our clients and shareholders.