2 December 2019
Wealth manager Brewin Dolphin’s Jersey office has added to its investment management team with the appointment of Gary Le Quesne as a divisional director.
Prior to joining Brewin Dolphin, Gary was managing director at Aberdeen Private Wealth Management, where he also previously held the role of investment director responsible for the company’s portfolio management desk. He has also held investment management roles at Matheson Investments CI Limited (now Canaccord Genuity) and Mercury Asset Management.
Gary has over 20 years’ experience in managing client portfolios and has strong knowledge and experience of asset classes. He is a Chartered Fellow of the Securities & Investment Institute, having completed the MSI diploma, and has also passed the Investment Management Certificate (IMC).
Mark Miles, head of office, Brewin Dolphin Jersey, said: “We are happy to welcome Gary to the team here in Jersey. He is a highly experienced investment professional, who is well-known in the local community. We continually strive to meet the growing financial needs of our valued clients and so having someone of Gary’s calibre onboard will help us to reach even more people in order to help them plan for their futures.”
-ENDS-
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
Disclaimers:
- The value of investments can fall and you may get back less than you invested
- The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
- Brewin Dolphin Jersey is authorised and regulated by The Jersey Financial Services Commission (JFSC)
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £45.0* 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 £40.1* billion on a discretionary basis.
Our intermediary business manages over £13.8* billion of assets for over 1,700 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 32 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 September 2019