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Brewin Dolphin hires another six for advice expansion

Discretionary fund manager Brewin Dolphin has continued its advice arm recruitment drive with another six hires.

The appointments come from across the UK and include hires into Edingburgh, London and Belfast.

Former Succession adviser Ross Belford and Edinburgh Wealth Management paraplanner Graeme Muir join in Scotland.

There are also two more hires to Brewin’s London team, with Mark Croft joining from Whitefoord as a portfolio manager and Wealth at Work’s Nitu Katoch taking a financial adviser role.

Investment Uncovered: Brewin Dolphin on integrating advice and investment management

Brewin Dolphin recently started a new West End office in London, poaching UBS’ deputy head of financial planning Keith Sheehan.

An adviser at Pearson Jones, one of the firms to recently have been taken over by Standard Life’s 1825 is also set to join Brewin Dolphin in Penrith as a financial planner.

Former Danske Bank adviser Morgan McSorley completes the latest round of hires, and will join Brewin Dolphin in Belfast.

Brewin has also purchased advice firms and assets along with hiring individual advisers this year.



Scammers jailed for 17 years after FCA probe

Five scammers who lost more than £2.8m of investors’ money in share fraud schemes have been sentenced to more than 17 years in prison. The prosecution comes after the FCA probed a high-pressure cold-calling operation that promised guaranteed returns of up to 228 per cent by buying shares in a company owning land on the […]


FCA and CII announce new exam to ‘reassess’ Level 4 qualifications

The FCA and Chartered Insurance Institute have announced a new test to reassess whether or not advisers with the Level 4 Diploma in Financial Planning still have sufficient knowledge. From 1 October, the Regulated Retail Investment Adviser Re-Evaluation assessment will be available after a collaboration between the FCA and CII aimed at raising the standards […]


FCA appoints new competition director

The FCA has appointed Competition and Markets Authority executive Sheldon Mills as its new director of competition. Mills will manage the regulator’s operational objectives including the promotion of competition in consumers’ interests and the enforcement of sanctions on anti-competitive behaviour. Replacing Mary Starks, he will join the FCA from the CMA in November, where he […]

Dennis Hall

Dennis Hall: Why we are reducing portfolios to just one fund

If you agree with the premise that funds with high charges generally underperform those with low charges, then you must also agree a portfolio that accrues high costs will generally underperform one with lower costs. And if you accept this, the obvious conclusion is to hack away anything that increases that cost. Switching from higher-priced […]


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