22 January 2021
Brewin Dolphin has appointed Davina Rich as the new head of research and Guy Foster as chief strategist.
Davina Rich joined Brewin Dolphin’s West End office in 2019 as investment director. She has been instrumental within the investment team for 1762 (the service for clients with more complex needs) helping with the development of innovative propositions as well as being chair of the company-wide global research forums. Davina has spent over twenty years in the investment management industry working as an analyst, institutional asset manager and private client investment manager. She previously worked at Waverton Investment Management. She started her career at Morgan Grenfell Investment Management and subsequently co-founded Stoneware Capital, managing a global market neutral hedge fund.
The 17 strong in-house research team will continue to review and recommend direct equities, funds and investment trusts across equity, fixed income and alternatives to ensure investment managers are equipped with the best information when constructing bespoke portfolios for clients.
Guy moves from head of research to lead the Investment Solutions team which drives asset allocation for the firm and leverages the research team’s output to build investment strategies. The team will support growth across the company from bespoke discretionary investment management to the new Voyager fund range.
Charles Ferry, managing director of wealth and investment, Brewin Dolphin said: “I am pleased to announce that Davina Rich has been appointed as our new head of research as Guy moves into his new chapter as chief strategist. Davina was selected following an extensive internal and external hiring process involving a number of high calibre applicants. It’s rare to find someone that combines the skills of analyst, asset manager and client-facing investment manager, so I’m delighted that we have been able to fill this key role from within, and that Davina is keen to take on this very important role.”
Davina Rich
Davina Rich, head of research, Brewin Dolphin said: “Our clients have been pleased with their 2020 performance and how we have looked after them during a turbulent year. A key part of that is down to a well-resourced and talented research department, so I’m obviously delighted to be taking over from Guy. Our recommendations shape clients’ portfolios not only across our 34 offices in the UK and Ireland but also for the 1,700 adviser firms we work with. I look forward to leading the team, ensuring we remain relevant and efficient in order to drive consistently strong performance across the business.”
Guy Foster, chief strategist, Brewin Dolphin said: “Davina’s breadth of experience working closely with clients will bring valuable insight to further enhance the work of our strong research team with the aim of continuous excellence in client outcomes and the value we bring.”
“The Investment Solutions team launched our new Voyager fund range and continues to manage our external segregated mandates and the £4.4bn1 of clients’ assets in our Managed Portfolio Service. Since joining Brewin Dolphin in 2006, and taking over the research team in 2014, I have been humbled to have a role supporting the firm’s clients and its growth strategy.”
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
NOTES TO EDITORS
Disclaimers:
- The value of investments can fall and you may get back less than you invested
- The value of investments and any income from them 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.
- Past performance is not a guide to future performance
- We or a connected person may have positions in or options on the securities mentioned herein or may buy, sell or offer to make a purchase or sale of such securities from time to time. In addition we reserve the right to act as principal or agent with regard to the sale or purchase of any security mentioned in this document. For further information, please refer to our conflicts policy which is available on request or can be accessed via our website at www.brewin.co.uk.
- This information is for illustrative purposes only and is not intended as investment advice.
- No investment is suitable in all cases and if you have any doubts as to an investment’s suitability then you should contact us.
- If your clients invest in currencies other than their own, fluctuations in currency value will mean that the value of their investment will move independently of the underlying asset.
- The information contained in this document is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
- Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £47.6 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 £41.2* billion on a discretionary basis.
Our intermediary business manages £14.5* 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 34 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.
For more information, visit: www.brewin.co.uk
*as at 30th September 2020