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Brewin Dolphin buys IFA firm

By Cristian Angeloni, 13 Dec 18

The acquired firm forms part of wealth manager’s strategy to expand in the south of England

Handshake of a mature manager with a happy young couple at office. Businessmen handshake during meeting signing agreement. Happy man shaking hands whit his finacial advisor.

Discretionary wealth management provider Brewin Dolphin has acquired Aylwin, a Basingstoke-based IFA firm, that will join its Winchester business.

Brewin has been trying to expand its business in the south of England after moving its offices from Bournemouth to Winchester last month.

David de Krester, the former director of Aylwin, will lead the Winchester office, incorporating Brewin’s and former Aylwin’s staff together.

The financial terms of the deal were not disclosed.

Need for advisers

Jonathan Tweedie, regional director at Brewin Dolphin, said: “We are delighted to welcome David and his team to Brewin Dolphin and to announce David as head of our new Winchester office.

“We’re seeing an increasing need for trusted and expert advisers to take the strain from those who need help with their finances in these uncertain times.

“We serve the financial needs of our local clients, with the strength and influence of the Brewin Dolphin name behind us.”

The wealth management company has 30 offices across the UK, Ireland and Jersey.

Tags: Brewin Dolphin | UK Adviser

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.