Plymouth-based financial services firm lands regional award
THE Plymouth office of financial services firm Brewin Dolphin's has scooped the 2013 Citywire Wealth Manager Regional Star award for the South West.
The regional Stars Awards were presented at the inaugural Citywire Wealth Manager Conference and Awards in London, the discretionary wealth management community's largest-ever ceremony of this type.
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HIGHLY PRIZED: Brewin Dolphin's award winning team Tracy Smith, Chris Janes, Brian James, Ruth Smith and Mike Gerrard. Brian James, head of the Plymouth office, holds the Citywire Wealth Manager Regional Star award
The awards acknowledge discretionary investment managers who have delivered an exemplary service for clients.
Firms were nominated and the awards selected by IFAs and advisers based on their views of the wealth managers in their region.
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In the awards they expressed their view on the level of service received, and the investment outcomes achieved.
Advisers ranked individual wealth management offices on four criteria: investment outcome, client reporting, relationship management and efficiency of service.
Langage-based Brewin Dolphin Plymouth has an experienced team of investment managers, managing portfolios for a range of private clients, charities, businesses, IFAs and other professional introducers.
Brian James, head of the Plymouth office, said: "We are delighted to have been publicly recognised.
"The team in Plymouth has developed a deep understanding of the community of professional and private clients.
"The investment prowess and determination to look to our clients' best interests in Plymouth is mirrored throughout the Brewin Dolphin Group and this accomplishment is due to hard work and team efforts."
Read Brian James' column – Page 10.
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