Brewin Dolphin appoints new head of office in Jersey
12 April 2017
Brewin Dolphin, one of the UK’s leading independently-owned providers of discretionary wealth management, has appointed experienced investment manager Mark Miles as head of the company’s St Helier office in Jersey. Mark’s appointment follows the retirement of Stuart Sangan, who led the Jersey-based team for 18 years.
In his new role, Mark is responsible for the overall profitability and success of the office, building upon Brewin Dolphin’s 44 year history on the island.
Mark, who was educated at Victoria College, started his career in finance in 1985 with what was Jersey’s oldest established broker, Le Masurier James and Chinn. He joined Brewin Dolphin as a divisional director in 1995 and has been involved in building the office into one of the leading offshore investment managers. Mark is predominantly involved in the discretionary managed side of the business, running bespoke asset managed portfolios for private clients, trusts and institutions. He is a Chartered Fellow of the Chartered Institute for Securities & Investment, having attained the Securities Institute Diploma in 1991.
Away from the world of investment management, Mark, who lives in St Ouen, enjoys golf and boating, and is married with two teenage children.
Commenting on the appointment, Hal Catherwood, regional director at Brewin Dolphin, said: “I’m delighted to appoint Mark [Miles] as head of office for Jersey. He is an experienced and dedicated investment manager, who has enjoyed a long, successful career with Brewin Dolphin. We very much look forward to continuing to work with Mark to build on the success of the Jersey office.”
Mark Miles, Head of Office at Brewin Dolphin (Jersey), said: “I am very pleased to be taking up this role at Brewin Dolphin’s Jersey office. I look forward to the next step in this exciting journey, as we continue to build the Brewin Dolphin brand in the offshore arena."
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NOTES TO EDITORS
About Brewin Dolphin
Brewin Dolphin is one of the UK's leading independently-owned providers of discretionary wealth management. With £36.4* billion in funds under management, we offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities and pension funds.
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 £30.1* billion on a discretionary basis.
In line with the premium we place on personal relationships, we’ve built a network of 28 offices across the UK, Channel Islands and 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.
We are proud of our success and have the vision and ambition to grow into the UK's leading provider of discretionary wealth management. We were awarded a 5 star Defaqto 2016 rating for DFM Managed Portfolio, the City of London Wealth Management Awards for Best Discretionary Service Award 2015 and the Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015 - Large Firm. We are committed to building on our strong track record and delivering continued value to both our clients and shareholders.
*as of 31 December 2016.