12 August 2019
Brewin Dolphin, as part of its growth strategy, has completed the acquisition of the assets of Epoch Wealth Management; an IFA firm based in Bath. Brewin Dolphin announced the acquisition in April.
The new Bath office will be led by Epoch’s former managing partner, Barry Newbury. Barry and his 37 colleagues from the financial planning firm will remain in their current office in Queen Square Place now under the Brewin Dolphin name.
Nick Fitzgerald, managing director of financial planning at Brewin Dolphin said: “With great demand for expert financial advice across the country, it’s fantastic to welcome Barry and his team. They built Epoch into a successful business trusted by their clients. We’re so pleased that they have joined us to continue their growth journey as part of one of the UK’s largest wealth managers.”
Barry Newbury, head of office, Brewin Dolphin (Bath) said: “We are excited we have become part of an integrated wealth management firm like Brewin Dolphin. We plan to go from strength to strength with ambitious growth plans with the same team that has served our Epoch clients so well for many years, but now with the support and resources of Brewin Dolphin.”
Further details of the acquisition were disclosed in Brewin Dolphin’s half year results in May.
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
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Camarco: brewin@camarco.co.uk / Tel: +44 (0)20 3757 4980
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £44.1* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients 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 £39.1* billion on a discretionary basis.
Our intermediary business manages over £13* billion of assets for over 1,500 advice firms either on a discretionary basis or via our Managed Portfolio Service.
In line with the premium we place on personal relationships, we’ve built a network of 31 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.
*as at 30th June 2019
The value of investments can fall and you may get back less than you invested
Past performance is not a guide to future performance
Brewin Dolphin is authorised and regulated by the FCA