23 August 2018
Newly appointed Brewin Dolphin Business Development Manager Rob Jones is happy to have come back to his roots. Having started his career in the insurance industry in Devon and Cornwall in 1991, he is now using his experience and expertise in discretionary fund management to help independent financial advisers and other professionals who provide investment advice to clients.
Working out of Brewin Dolphin’s three regional offices in Plymouth, Exeter and Truro, Rob, who will shortly be living in Exeter, says he’s thrilled to be back in an area that he knows and loves well.
“I’ve been part of HSBC’s global asset management team in London for the last ten years so coming back is very special,” he said. “If I could have designed a job especially for me, it would have been this one.”
Rob’s return to the South West has also meant playing five-a-side football again.
“I set up and ran a Sunday league team with friends for a long time but it’s fifteen years since I played properly,” he said. “The offices organise friendly games against other local firms, so I join them whenever I can. It’s good fun. My real sporting passion, though, is tennis which I’ve been playing at club level for most of my life.”
Rob has taken over from Philip Thitchener who has recently retired.
“I’m building on the great work that Philip has done,” said Rob. “There’s a perception that wealth management is all about helping the very well off, but IFAs, for example, have many clients who have received a lump sum for a variety of reasons and want to make the most of it. Brewin Dolphin’s investment managers can help professional advisers with sound market advice and my work is all about developing those relationships.”
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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 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