Newspaper article The Journal (Newcastle, England)

Putting Investment Expertise into Practice

Newspaper article The Journal (Newcastle, England)

Putting Investment Expertise into Practice

Article excerpt

FOR more than 250 years, wealth management firm, Brewin Dolphin, has been dedicated to helping and advising private clients, trusts, charities and pension funds to create and preserve wealth.

One of the firm's largest bases in its UK-wide network of 35 offices is right here in the North East.

Employing over 370 people, the team at Brewin Dolphin in Newcastle work closely with their clients to provide bespoke portfolio management and financial planning expertise.

A trusted member of Brewin Dolphin's team, James Rainbow, has been putting investment experience into practice by guiding and advising clients on their investments for 25 years.

His in-depth knowledge of the stock-market, coupled with Brewin Dolphin's award-winning research, means that he can structure a portfolio so it contains the right combination of investments for each client's financial situation.

"Although much has changed in global markets over the years that I have been in the industry, a few themes have remained constant here at Brewin Dolphin. One is that the firm has always believed that a client's investment portfolio should be designed for that client 'bespoke', not lifted off a shelf," said James.

A client's "The job is to assess risks and make judgements based on sound reasoning and we believe that our clients should always have access to the people making the investment portfolio be designed that client 'bespoke', decisions about their money. That way, close client relationships form naturally and enable investment managers to understand our client's aspirations and tailor their strategies accordingly."

lifted off " Brewin Dolphin believes that clients now expect a service that considers their whole financial situation, not just their investments. For that reason, the firm also employs a team of financial planners who work alongside the investmen experts to help clients to develop a sound strategy to meet their financial goals.

should "It's all very well getting advice on your portfolio, but you also need to know that your pension arrangements and tax situation have all been taken into account," said James. …

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