Brewin Dolphin advisory funds fall 15% year-on-year
Brewin Dolphin’s advisory fund service has shrunk 15% year-on-year, with the division losing 5.6% in the past quarter
Source: investmentweek.co.uk
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Brewin Dolphin’s advisory fund service has shrunk 15% year-on-year, with the division losing 5.6% in the past quarter
Priority now is to complete final rollout of new custody and settlement system
Brewin Dolphin chief executive Robin Beer, has hailed "an exceptional year" after the wealth manager achieved record discretionary inflows.
It does believe it will carry on performing well due to the rising demand for financial advice that has been spurred by the pandemic and the transfer of wealth between generations.
Wealth manager reports record gross flows of £4bn