BREWIN Dolphin has a long and distinguished history in providing financial advice - it can trace its origins back more than 250 years to 1762.
But it combines tradition with the modern, progressive approach needed to meet the demands of the 21st century.
The Glasgow office recently had its excellence in providing services to IFAs recognised by winning the Best DFM (Discretionary Fund Manager) in Scotland and Northern Ireland award at the prestigious Citywire Wealth Manager Regional Stars Awards.
The win was particularly significant as it was voted on by the financial advisers themselves.
"We're absolutely delighted," says Stephen Martin.
"It's been hugely positive for us and has also brought us new business."
The company is working hard to develop new business streams and build specialisms in certain areas.
It has, for instance, experience in matrimonial, which can include providing advice to people going through a difficult period in their life in divorce and those legally representing them.
It is especially useful if the firm becomes involved early on in the process. It also has strong skillsets in corporate exits and families selling their owner managed businesses.
"It includes things like cash flow modelling," adds Stephen.
"Again, it's helpful if we're able to get involved early during the planning stage when the seller needs to have a clear picture of how much income and capital they will need once the business has been sold."
We also help advise partners in professional services and have specialist services in personal injury, agriculture and estate planning and are all specialist areas of activity into which Brewin Dolphin plans to continue to grow.
It is also improving its communication with clients through My Brewin, a new online client portal which is about to launch.
"We think this will help us transform the business.
"Both direct clients and IFAs will have access and it will be radically different to anything we've had before.
"It will be more interactive and provide far more data, information and detailed analysis. It will also be accessible via an App for mobile devices."
Brewin Dolphin's Glasgow operation, based in the city's St Vincent Street, is one of 28 offices across the UK, Channel Islands and Ireland, with other Scottish offices in Edinburgh, Dundee and Aberdeen.
In total, it has £35 billion of funds under management.
As the business is discretionary, it is tailored to the needs and wishes of individual clients, with their wishes fully respected at all times. Decisions are aided by a strong dedicated research function, top quality staff and a strong relationship ethos.
As Stephen Martin puts it: "Our service levels really are the very best the industry can offer.
"Clients get a first class investment service and we also have a fantastic record on performance and are very much open for business."
Why are you making commenting on The Herald only available to subscribers?
It should have been a safe space for informed debate, somewhere for readers to discuss issues around the biggest stories of the day, but all too often the below the line comments on most websites have become bogged down by off-topic discussions and abuse.
heraldscotland.com is tackling this problem by allowing only subscribers to comment.
We are doing this to improve the experience for our loyal readers and we believe it will reduce the ability of trolls and troublemakers, who occasionally find their way onto our site, to abuse our journalists and readers. We also hope it will help the comments section fulfil its promise as a part of Scotland's conversation with itself.
We are lucky at The Herald. We are read by an informed, educated readership who can add their knowledge and insights to our stories.
That is invaluable.
We are making the subscriber-only change to support our valued readers, who tell us they don't want the site cluttered up with irrelevant comments, untruths and abuse.
In the past, the journalist’s job was to collect and distribute information to the audience. Technology means that readers can shape a discussion. We look forward to hearing from you on heraldscotland.com
Comments & Moderation
Readers’ comments: You are personally liable for the content of any comments you upload to this website, so please act responsibly. We do not pre-moderate or monitor readers’ comments appearing on our websites, but we do post-moderate in response to complaints we receive or otherwise when a potential problem comes to our attention. You can make a complaint by using the ‘report this post’ link . We may then apply our discretion under the user terms to amend or delete comments.
Post moderation is undertaken full-time 9am-6pm on weekdays, and on a part-time basis outwith those hours.
Read the rules hereComments are closed on this article