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Swiss firm buys HNW adviser

Swiss asset management firm Helvetia Wealth has bought Scottish independent adviser Dunedin Independent.

Dunedin launched in 1994 and specialises in providing bespoke investment management to high-net-worth inves-tors across the UK. It has £350m of funds under management and about 30 employees.

Dunedin chairman and majority shareholder Mark Emlick will step down while managing director Yuill Irvine will continue to head operations in Edinburgh. Emlick says Dunedin has shown strong growth during a difficult economic climate.

He says: “Being part of a leading European company such as Helvetia will reinforce Dunedin’s offering.”

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There are 2 comments at the moment, we would love to hear your opinion too.

  1. Scott Rutherford 10th October 2010 at 5:59 am

    Dunedin Independent plc a profesional, and very impressive well run company with Mark Emlick and Yuill Irvine at the helm. Mark Emlick will be sorely missed.

  2. Mark Emlick’s profesionalism and entreprenurial spirit shaped Dunedin Independent into the Company it is today. It was a pleasure to be part of this organisation for over 10 years. Mark Emlick’s ability to recognise superior investment strategy has enabled clients to obtain considerable investment returns.

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