2 April 2019
Brewin Dolphin, one of the leading UK wealth managers, has acquired Mathieson Consulting Ltd, a specialist pension and actuarial consulting firm in a move to augment its professional services offering. The specialist consultancy writes expert witness reports for family solicitors advising on financial settlements in divorce cases where pensions are involved.
Mathieson Consulting was founded by George Mathieson in 2008 primarily to provide expertise in the increasingly complex area of dealing with pensions within divorce proceedings. The expertise within the company has also enabled it to provide expert witness services within related areas such as loss of ‘pension rights’ in tribunal settlements. As head of the firm, he and his 11 colleagues will remain at their office in Edgbaston, Birmingham.
Mathieson Consulting will operate as an independent company within the Brewin Dolphin group. All reports produced for lawyers, their clients and the Family Court will continue to be produced with absolute independence.
George Mathieson, founder and director of Mathieson Consulting said: “I look forward to leading the business in its next phase of growth. Our role as expert witness will not change. Our independence and impartiality remain of paramount importance as we continue to grow and support family solicitors. Looking ahead and with the assistance from Brewin Dolphin Plc, we plan to expand from the discipline of family law and provide our high- quality expert witness advice to other areas of law where expert input in relation to pensions is required such as personal injury, trusts and employment tribunals.”
Matt Sullivan, head of professional services at Brewin Dolphin said: “Mathieson Consulting is a highly respected brand and one which brings complementary expertise to both solicitors and wealth advisors. Mathieson Consulting and Brewin Dolphin have much in common commercially, culturally and strategically and we look forward to advising family solicitors and clients in a logical and joined-up manner.”
The size of the acquisition is not being disclosed. Mathieson Consulting will continue trading in its own name. It will be a wholly-owned subsidiary of Brewin Dolphin Ltd.
PRESS INFORMATION
For further information, please contact:
Richard Janes richard.janes@brewin.co.uk Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Payal Nair payal.nair@brewin.co.uk Tel: +44 (0) 20 3201 3342
Mathieson Consulting
Mathieson Consulting has a small team of highly qualified professionals and experts who take great pride in making the area of pensions as stress free as possible for their instructing solicitors.
mcact.co.uk
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £39.5* 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
£34.9* billion on a discretionary basis.
Our intermediary business manages over £11* 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 at 31st December 2018