26 February 2020
Wealth manager Brewin Dolphin has announced two senior promotions at its Glasgow-based team, supporting the business’s growth in Scotland.
Alan Harvey and Elaine Smith have been named as divisional directors, having been promoted from assistant directors. Both will drive their respective departments – financial planning and investment management – into a new decade, supporting growth by building new client relationships and helping to expand the range of services offered to existing customers.
Alan will head up Brewin Dolphin’s Glasgow financial planning division, with more than two decades’ experience in the sector. He joined Brewin Dolphin five years ago and provides families with holistic financial planning and advice on areas such as inheritance tax planning, saving for retirement and preserving estates.
Elaine will continue to be a crucial part of the investment management team in Glasgow and having been with Brewin Dolphin for almost 24 years, her expertise includes managing investments for private clients, self-invested personal pension schemes and trusts, including compensation protection trusts.
Brewin Dolphin employs a team of more than 200 in Scotland with additional offices in Edinburgh, Aberdeen and Dundee.
Stephen Martin, head of Brewin Dolphin’s Glasgow office, said: “These promotions are well-deserved; Elaine and Alan both play a crucial role in the wider development of the business and in providing valuable support for our clients. We’re committed to helping our teams to develop and grow, and with strong leadership at the helm, we’re well placed to offer a range of wealth management services to clients in Glasgow and across Scotland.
“Our teams have the knowledge and expertise to help advise and guide clients towards their financial goals – whether it’s to fund early retirement, give children and grandchildren a head-start, or simply to take the first steps in building an effective investment portfolio.”
Disclaimers:
The value of investments can fall and you may get back less than you invested
This information is for illustrative purposes only and is not intended as investment advice
Any tax allowances mentioned are based on personal circumstances and current legislation which are subject to change
Brewin Dolphin is authorised and regulated by the FCA
PRESS INFORMATION
For further information, please contact:
Peter McFarlane peter.mcfarlane@framecreates.co.uk / Tel. +44 (0) 141 559 5840
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
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
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £48.5* 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 £41.8* billion on a discretionary basis.
Our intermediary business manages £14.3* 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 33 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 31st December 2019