7 February 2022
Wealth management company, Brewin Dolphin, has grown its team in Edinburgh with the appointment of investment manager, Dennis McGrath.
Dennis McGrath
Dennis, who has over 18 years’ experience in financial services, joins the firm from 7IM where he was a team head looking after high-net-worth private clients. He also previously worked at Standard Life Investments. At Brewin Dolphin, he will be responsible for looking after the investment needs of private clients and corporates.
Dennis’s appointment further enhances the Edinburgh office’s investment management and financial planning capabilities.
Johnny McGlynn, head of Brewin Dolphin’s Edinburgh office, said: “I am delighted to welcome Dennis McGrath to our team. His excellent client relationship skills coupled with his financial services experience will prove invaluable as we look to grow our investment management and financial planning services in the region.”
Dennis McGrath, investment manager at Brewin Dolphin’s Edinburgh office, said: “I am excited to have joined the talented team in Edinburgh. Brewin Dolphin is a strong brand, and the business has great clients throughout Scotland and beyond. I look forward to meeting and helping both existing and new clients over the coming months and years.”
Thomas Obrien
In addition, Tom O’Brien, financial planner at Brewin Dolphin’s Glasgow office, was promoted to divisional director. Tom joined the company in 2019 having spent over a decade as a financial planner at Close Brothers.
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)
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
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £59.0* billion in total funds, we offer award-winning, personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.
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 £52.0* billion on a discretionary basis.
Our intermediary business manages £19.0* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service, the MI Brewin Dolphin Voyager fund range and Sustainable MPS.
In line with the premium we place on personal relationships, we’ve built a network of 33 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 December 2021.