View more on these topics

Brewin Dolphin continues hiring spree for West End office

Brewin Dolphin has bolstered the office it opened last year in London’s West End with another hire.

William Quantrill joins the firm after 13 years with private bank Kleinwort Hambros, taking total office headcount to 28.

The office was opened to focus on high-net-worth clients with complex financial needs, offering both financial planning and investment management services.

Brewin says Quantrill’s 25 years working with high- and ultra-high net-worth clients makes him suited to the new office and the “1762 from Brewin Dolphin” proposition, which are focused on that client segment.

Can family office models help bridge the advice gap for IFAs?

Quantrill will take the title of wealth director.

Brewin head of private clients Charlie Ferry says: “Whilst we have recently seen volatility return to markets, we continue to recognise there is an increasing need for over-arching trusted and expert advice. Each of our new hires bring something new to the 1762 from Brewin Dolphin proposition, with a diverse range of different skills and expertise. William’s appointment is fantastic news for the team, as he brings substantial experience in delivering significant reassurance and value to his clients”.

Recommended

1

Intrinsic adviser incentive plan to wind up in April

The incentive plan at Intrinsic which sees its advisers rewarded for amount and quality of business will finish in April. Money Marketing understands the long-term incentive plan monitors the volume of business placed with the wider group. The Quilter-owned restricted network paid £900,000 worth of incentives for the year ending 31 December 2017, in which […]

3

Nutmeg advice boss on where guidance stops and planning starts

Nutmeg head of financial advice Lisa Caplan tells Money Marketing how the controversial service is shaping up four months in When digital wealth manager Nutmeg announced its expansion into personalised advice last October, industry heavyweights were quick to criticise what it counted as “advice”. Nutmeg’s advice proposition includes a free initial consultation followed by a […]

Ian McKenna

Ian McKenna: The future of adviser technology

From emotion recognition systems to AI compliance functions, the T3 conference points the way forward Adviser technology that appears in the US is often a sign of things to come here and gives a chance to learn from early adopters. One of the most valuable conferences I visit around the world is Technology Tools for […]

Powerful estate planning tools ignored or forgotten by wealthy Brits

Canada Life IHT Survey 2016 Only a quarter of wealthy Brits have sought professional estate planning advice to ensure their families don’t pay more tax than required More than a quarter don’t even have a will and just one in five have gifted money Many say they do not need these tools but families would […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com