Brewin Dolphin
Private bank expands offering with model portfolio service
Total cost to the client will be capped at no more than 1.5%-1.95%
PEOPLE MOVES: Axa, LGIM, Aviva
Insurer names group chief innovation officer, while investment manager hires compliance chief
RL360 adds two Guinness multi-asset funds to guided range
They predominately use lower-cost index funds to gain market exposure
Asset boost at Brewin Dolphin despite discretionary flow dip
Wealth manager’s profits hit by investment in technology and acquisitions
Under half of financial planners outsource investment to DFMs
Advisers pick Brewin Dolphin and Brooks Macdonald as favourite discretionary managers