9 March 2017
Wealth manager Brewin Dolphin’s Ipswich office is celebrating after winning ‘best DFM (Discretionary Fund Manager) in the East region’ at the prestigious Citywire Wealth Manager Regional Stars Awards 2017, which took place on 2 March. The Ipswich office looks after clients throughout Norfolk, Suffolk, Essex and Cambridgeshire, and is headed by experienced investment manager Andrew Wheeler.
The awards are esteemed within the financial services industry as they are voted for by the IFA (Independent Financial Adviser) community, and therefore act as a platform for financial planners to rate discretionary firms on the quality of their service and investment proposition.
Brewin Dolphin, one of the UK’s leading independently-owned wealth managers, boasts an impressive haul of wins at this year’s awards, winning four out of the eight regions. The other Brewin Dolphin offices to win were: Cardiff (Wales), Exeter (South West) and Glasgow (Scotland and Northern Ireland).
The award win adds further impetus to Brewin Dolphin’s strategy of building a stronger UK intermediary channel, which saw a 15% increase in fund inflows in 2016, with Brewin Dolphin being named the most used discretionary fund manager by IFAs (according to Defaqto’s 2016 survey). Leading the charge on this are 17 regional based business development managers who specifically service the IFA market.
Brewin Dolphin’s Ipswich Head of Office, Andrew Wheeler said: ‘We are thrilled with Brewin Dolphin’s regional wins for best DFM at the Citywire Wealth Manager Regional Stars Awards. The wins are a testament of our commitment to support IFAs with the best possible investment strategy to fit with their clients’ expectations and investment needs.’
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk Tel. +44 (0) 20 3201 3343
Payal Nair payal.nair@brewin.co.uk Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is one of the UK’s leading independently-owned providers of discretionary wealth management. With £36.4* 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 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 £30.1* 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. We were awarded a 5 star Defaqto 2016 rating for DFM Managed Portfolio, 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.
*as of 31 December 2016