Brewin Dolphin one of the UK’s leading Wealth Managers, with an office in Cheltenham is delighted that its Managed Funds Service (MFS) has won three categories at Citywire’s celebrated Wealth Manager Investment Performance Awards 2014 – retaining the Cautious portfolio and winning both the Balanced category and the Overall Large Firm Award.
Brewin Dolphin was also short-listed again for the Aggressive Portfolio award. Each model in their MFS range has a positive risk-adjusted return and this award recognises the value which MFS has provided to advisers and their clients.
We are also delighted with the support from advisers for the service, particularly in the South West. Throughout the UK almost 600 firms have signed up to use our Managed Funds Service and the exponential growth in assets under management shows the strong relationships we have built with advisers.
Brewin Dolphin a has large and experienced Research team who take into consideration asset allocation, fund selection and portfolio construction, which ensures portfolios are consistently rebalanced to reflect our most current views. With no in house funds, Brewin Dolphin has a whole of market, best of breed approach with no conflicts of interest and these are the keys to delivering successful investment solutions.
Jason Williams, Business Development Manager at Brewin Dolphin in Cheltenham said, “In the last 12 months, the support from advisers for our MFS has been fantastic. As firms continue to implement central investment propositions, we are delighted that we have been recognised with further accolade from the Citywire Investment Performance awards. These awards, backed by Asset Risk Consultants (ARC), are independent validation of our robust and repeatable process in delivering excellent risk-adjusted performance that will give advisers and their clients confidence.”
Brewin Dolphin also won the Best Overall Large Firm award, having been shortlisted last year. “It’s a great achievement to win three categories of the Citywire Investment Performance awards. This award, which review performance across the investment risk spectrum and ranks entrants based on performance across all risk levels, demonstrates the value added for our advisers and their clients within our Managed Funds Service.”
