9 June 2020
Brewin Dolphin announces today that its Chief Operating Officer Grant Parkinson has resigned. He will be succeeded by Sarah Houlston (pictured), currently Brewin Dolphin’s Head of Change and Transformation. Grant will remain in his current role until the end of September 2020, and Sarah will take up her new role on 1 October 2020.
David Nicol, chief executive said: “Both the board and I want to thank Grant for his significant contribution over the last three years. One of his achievements has been the strength of team that he has built, which included bringing Sarah to Brewin Dolphin. He leaves with our best wishes.”
“Sarah has a successful thirty-year career driving large-scale change and technology projects and managing and inspiring large operations teams, so we’re very glad to have such a talented internal candidate that can step into Grant’s shoes.”
Sarah joined Brewin Dolphin in February 2018. As Head of Change and Transformation, she has designed, mobilised and managed the delivery of the company’s portfolio of strategic change projects. These have included the programmes to replace the client management system and the core custody and settlement system, as well as the successful integration of Investec’s Irish wealth business into Brewin Dolphin Ireland.
In her new role, Sarah will oversee the company’s operations departments including Business Support, Change Delivery, Dealing, Information Technology, Premises and Facilities Management.
Prior to joining Brewin Dolphin, Sarah had a 29-year career at RBS, which culminated in her being Director of Banking Operations for the Future Williams & Glyn, where she was responsible for the design and delivery of the full spectrum of banking operations across all retail and corporate banking products and processes.
Sarah was nominated as one of Cranfield’s Top 100 professional women to watch.
Grant Parkinson said: “I am proud of what we have delivered as a team over the past three years. There are new digital capabilities for clients, a new flexible working infrastructure for colleagues – the value and resilience of which have been ably demonstrated in recent months – and the major projects to replace both our client management system and core custody and settlement system. I am delighted to be handing over to Sarah who will continue building the team’s track record in delivery.”
Sarah Houlston, head of change and transformation said: “The projects we are currently completing will enable us to enhance the experience we provide for our clients and improve the efficiency of our business. It’s a great time to be stepping into this role, and I am looking forward to building upon the foundations of our investments to support the business in its continued development and growth.”
Grant Parkinson joined Brewin Dolphin in 2017 as Chief Operating Officer. Grant has held a number of senior wealth-management roles at other organisations, including Chief Operating Officer of Coutts and Chief Operating Officer of International Private Banking at Barclays Wealth.
PRESS INFORMATION
For further information, please contact:
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
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 £41.4* 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 £35.7* billion on a discretionary basis.
Our intermediary business manages £12.5* 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 March 2020
Disclaimers:
- The value of investments can fall, and you may get back less than you invested
- Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)