3 July 2025
Wealth manager RBC Brewin Dolphin has added to its team in the Southwest with the appointment of wealth manager (director) Wayne Newlands in its Truro (Cornwall) office.
As part of his role, Wayne will provide wealth planning and investment advice to high-net-worth clients with financially complex needs, including entrepreneurs, business executives, professionals and those with inherited wealth. He will also look after clients with family trusts and corporates. A key area for Wayne will be helping entrepreneurs and business owners to navigate the various stages of business sale by planning and creating strategies for the transfer of their corporate to personal wealth, focusing on theirs and their families’ future financial goals.
Wayne has been advising clients for over 25 years, beginning his career in the City of London and latterly the Southwest, where he was a director at UBS Wealth Management for 19 years. Previously, he worked for Lloyds Private Bank in Mayfair, London, advising high-net-worth and ultra-high-net-worth clients.
Wayne is a chartered wealth manager and fellow of the Chartered Institute for Securities & Investment. In addition to his Diploma in Financial Planning (DipPFS) with the Chartered Insurance Institute (CII), he holds additional Advanced Financial Planning Certifications (AFPC) in taxation, trusts and further certifications in pension planning. He works with a professional network of accountants, lawyers and corporate finance professionals as well as independent financial advisers to help clients to construct and manage their wealth with the use of trusts, offshore bonds and family investment companies.
Wayne Newlands, wealth manager (director) at RBC Brewin Dolphin’s Truro office said: “I am delighted to have joined a company with the stellar reputation, longevity and expertise of RBC Brewin Dolphin. We have a fantastic team here in the Southwest and I look forward to working closely with them to provide our clients with the highest level of service and financial advice”.
Tim Walker, head of RBC Brewin Dolphin’s Truro office added: “I’m excited to welcome Wayne Newlands to our growing team and look forward to working with him to bring his strong expertise and excellent client care to our offering.”
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.
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PRESS INFORMATION
For further information, please contact:
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Siân Robertson Sian.Robertson@brewin.co.uk / Tel: +44 (0) 20 3201 3026
NOTES TO EDITORS
About RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. With £57.6bn* billion in assets under management, it offers award-winning, bespoke wealth management services, including discretionary investment management and financial planning.
Its qualified investment managers and financial planners are based in over 30 offices across the UK, Jersey and Republic of Ireland, with a commitment to high standards of client service, long-term thinking and absolute focus on clients’ needs at the core.
As part of Royal Bank of Canada (RBC), RBC Brewin Dolphin is now able to draw on the strength of a global financial institution to enhance the services it provides to clients and to drive further innovation across the business.
*as at 31st October 2024.
Disclaimer
The value of investments can fall and you may get back less than you invested.
RBC Brewin Dolphin is a trading name of RBC Europe Limited. RBC Europe Limited is registered in England and Wales No. 995939. Registered Address: 100 Bishopsgate, London EC2N 4AA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
® / ™ Trademark(s) of Royal Bank of Canada. Used under licence.