17 June 2021
Wealth management company Brewin Dolphin has appointed Adam Jarvis as the new head of office for Winchester. Adam, who is currently a senior investment manager in the office, will officially assume the role on 1st July 2021 when the current head, David de Kretser, retires. Adam’s appointment follows a rigorous selection process.
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Adam joined Brewin Dolphin in 2006 as an investment manager moving up the ranks to senior investment manager in 2015.
In December 2018, the Brewin Dolphin team relocated from their Bournemouth base to a new office in Winchester and over the last three years, Adam has played a key part in helping the office to achieve its strategic objectives in the region.
William Hepburne-Scott, regional managing director, Brewin Dolphin London & the south-east, said: “Adam’s appointment is a really positive measure which will enable us to take the office to the next level, as we continue to expand and enhance the Brewin Dolphin brand in Hampshire and its neighbouring counties. We are hugely grateful to David for his contribution to Brewin Dolphin and we wish him all the best for the future.”
He added: “The Winchester office is in great shape, posting impressive growth figures. The events of the past year have seen a rise in the number of people seeking financial advice from us, as more people take stock of their finances and put plans in place for themselves and their families’ futures.”
Adam Jarvis, senior investment manager & head of office designate, Brewin Dolphin (Winchester), said: “We will continue to build upon the strong base we’ve already created, and our main priority remains, as always, the interests of our private and intermediary clients, and helping them to achieve their financial goals. I look forward to the exciting opportunities this new role will bring.”
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., Information is provided only as an example and is not a recommendation to pursue a particular strategy., Opinions expressed in this publication are not necessarily the views held throughout Brewin Dolphin Ltd.
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £52.6* 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 £45.7* billion on a discretionary basis.
Our intermediary business manages £16.4* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service and the MI Brewin Dolphin Voyager fund range.
In line with the premium we place on personal relationships, we’ve built a network of 34 offices across the UK, Jersey and Republic of Ireland, 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 31st March 2021.