Profile
Mr. David B.
Pegler is the Head of Brighton Office at Brewin Dolphin Ltd.
He joined Brewin Dolphin in September 2009 after 6 years at UBS Wealth Management and 12 years at Cazenove.
Previously his responsibilities ranged from managing a team of account directors to portfolio construction and investment communication to UK private clients and intermediaries.
He started his career as a Trainee Actuary and has over 20 years of investment experience.
Former positions of David B. Pegler
Companies | Position | End |
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Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Portfolio Manager-Equities | 2014-09-30 |
UBS Wealth Management (UK) Ltd.
UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS Wealth Management (UK) Ltd. is a wholly-owned subsidiary of UBS AG. The group established their UK wealth management presence in London in 1999 and in 2004 acquired Laing & Cruickshank Investment Management. They provide wealth management for their private high net-worth clients primarily based in the UK. They provide discretionary portfolio management as well as advisory services. They manage several UK-domiciled funds. | Portfolio Manager-Equities | 2009-09-15 |
Experiences
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1st degree connections
1st degree companies
Male
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Private companies | 2 |
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UBS Wealth Management (UK) Ltd.
UBS Wealth Management (UK) Ltd. Investment ManagersFinance UBS Wealth Management (UK) Ltd. is a wholly-owned subsidiary of UBS AG. The group established their UK wealth management presence in London in 1999 and in 2004 acquired Laing & Cruickshank Investment Management. They provide wealth management for their private high net-worth clients primarily based in the UK. They provide discretionary portfolio management as well as advisory services. They manage several UK-domiciled funds. | Finance |
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Finance |
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