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Brewin Dolphin snaps up Bath IFA

Discretionary fund manager Brewin Dolphin has provisionally acquired Bath-based Epoch Wealth Management to become its 31st UK office.

The deal sees Epoch managing partner Barry Newbury and 37 colleagues move under the Brewin brand.

The acquisition is expected to complete over the summer.

Brewin managing director of financial planning Nick Fitzgerald says: “Barry and his team have built Epoch Wealth Management into a successful business trusted by their clients.

“We’re so pleased that their advice-led team are joining us to continue their growth journey, and that we’re able to provide them with the resources they need.”

Newbury says the acquisition will allow for greater expansion to Epoch’s services.

“Becoming part of an integrated wealth management firm will give our clients even more support; whether it’s insight from their central research function, head office support or financial support.”

Brewin Dolphin signs £35m custody deal with Avaloq

Brewin reported an 18 per cent jump in income from financial planning in its year end results last September, generating £24.5m in advice fees.

Fitzgerald says: “What we’re seeing across the country is pent up demand for good financial advice, especially in these uncertain times.”

Brewin is also in talks to acquire Investec’s wealth management business in the Republic of Ireland.

The DFM confirmed it was in “exclusive talks” with the South African asset manager earlier this month.



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