Brewin Dolphin Exeter celebrates regional award win
10 March 2017
Wealth manager Brewin Dolphin’s Exeter office is celebrating after winning the ‘Best DFM (Discretionary Fund Manager) in the South West’ title at the prestigious Citywire Wealth Manager Regional Stars Awards 2017 in London on 2 March.
Calculated on the ratings financial planners give to discretionary firms based on the quality of their service and investment proposition, the Citywire awards are highly respected within the industry. Brewin Dolphin’s Exeter office was first established thirteen years ago with just four investment managers and two support staff. Since then, that number has grown to nine investment managers and seventeen support staff.
“We’re thrilled to have won,” said Head of Office Tim Walker, from Topsham. “As a team, we’re very proud of all that we do to help clients protect and grow their wealth by creating investment portfolios that meet their personal and professional ambitions and aspirations. To achieve that, we work very closely with independent financial advisers and I would like to thank them for their support. It is particularly satisfying to receive an award based on the opinions of our fellow financial professionals.
“The award reflects years of hard work from the whole team but I would particularly credit Sean Priestley who leads our team looking after financial planners and Philip Thitchener, the business development manager in the region who has been very successful in building our relationships with financial planners. We were also delighted that our colleagues in Plymouth were shortlisted for the award, showing the strength across the region.”
One of the UK’s leading independently-owned wealth managers, Brewin Dolphin boasted an impressive haul at this year’s Citywire awards – winning four out of the eight regional titles. The other Brewin Dolphin regional winners were Cardiff (Wales), Glasgow (Scotland and Northern Ireland) and Ipswich (East).
In 2016, Brewin Dolphin’s strategy of building a stronger UK intermediary channel resulted in a 15% increase in fund inflows in 2016 and the company being named the most used discretionary manager by IFAs (according to Defaqto’s 2016 survey). Leading the charge on this are 17 regional-based business development managers who specifically serve the IFA market – Exeter’s Philip Thitchener is one of them.
The Citywire Wealth Manager Regional Stars Awards 2017 were held at the Westminster Park Plaza hotel.
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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