Brewin Dolphin : Alice Farrer joins Brewin Dolphin’s Charity team

Brewin Dolphin, one of the UK's leading wealth managers, has appointed Alice Farrer as an investment manager within its London Charity team.

Alice, who has fourteen years' experience within the charity investment management sector, joins Brewin Dolphin from Sanlam Private Wealth where she was an investment manager and deputy chair of the Bespoke Ethical Committee, with a particular focus on charities and private clients. Prior to that, she held investment management roles with EFG Harris Allday and HSBC Private Bank. She has also worked for the Slaughter & May Charitable Trust.

Commenting on the appointment, Ruth Murphy, head of charity development at Brewin Dolphin, said: 'We are very pleased to welcome Alice to the team. Her considerable experience of working with charities within financial services will be invaluable as we continue to grow and develop the team.'

Alice added: 'I am looking forward to working with the charity team at Brewin Dolphin to help them build on their success as they continue to establish their position as one of the leading charity investment managers in the UK. In particular, I will bring my experience of ethical and responsible investing and look forward to helping new and existing clients navigate, what can be, a confusing investment topic.'

PRESS INFORMATION
For further information, please contact:
Richard Janes [e-mail] / Tel. [phone]
Siân Robertson: [e-mail] / Tel: [phone]
Anita Turland: [e-mail] / Tel: [phone]
Payal Nair [e-mail] / Tel: [phone]

NOTES TO EDITORS

Disclaimers:

• The value of investments and any income from them can fall and you may get back less than you invested.
• The opinions expressed in this document are not necessarily the views held throughout Brewin Dolphin Ltd.
• Past performance is not a guide to future performance.
• No investment is suitable in all cases and if you have any doubts as to an investment's suitability then you should contact us.
• Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)

About Brewin Dolphin

Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £52.6* billion in total funds, it offers award-winning personalised wealth management services that meet the varied needs of our clients including individuals, charities and corporates.

We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £45.7* billion on a discretionary basis.

Our intermediary business manages £16.4* billion of assets for over 1,700 advice firms either on a discretionary basis or via our Managed Portfolio Service, the MI Brewin Dolphin Voyager fund range and Sustainable MPS

In line with the premium we place on personal relationships, we've built a network of 34 offices across the UK, Jersey and Republic of Ireland, staffed by qualified investment managers and financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients' needs at the core.

For more information, visit: www.brewin.co.uk

*as at 31st March 2021.