Advisers are still in a transition period as they work to deal with all of the regulatory changes brought by the introduction of Mifid II last year, according to Antony Champion, head of intermediaries at Brewin Dolphin.
Clients are still looking for help and support, Champion said. While technology has provided alternative ways of doing so, the clear message is that face-to-face advice is the preferred option.
He also spoke about Brewin Dolphin reaching out to other firms, following its “successful” partnership with Guinness Asset Management.
