Brewin Dolphin, the wealth manager, has announced the appointment of Kam Bagga as a wealth director to its growing 1762 team at 8 Waterloo Place in St James's, London.
Kam joins the '1762' team which provides wide ranging wealth advisory services for clients with sophisticated financial needs. His arrival marks the seventh addition to the team within recent months.
Kam's career in financial services, which spans over 15 years, includes positions at Morgan Stanley, Credit Suisse and, more recently, at Henley Investment Management where he was director with a particular focus on global private and institutional clients.
Commenting on his appointment, Kam said: "I am pleased to be joining the firm at this exciting stage and look forward to contributing to the continued success of 1762. It was very apparent to me that the offering has been designed to treat every client as an individual and put them firmly at the centre of the process. With a seasoned team of professionals who share similar values and further innovation coming, 1762 is very well positioned for significant growth in the UK wealth management industry."
Simon Blowey, head of 1762, said Kam's appointment reflected the continued success of the team. "We are going from strength to strength," he said. "Our approach is proving to be attractive not only to clients, but also to people who want to work in an environment that places great emphasis on wealth planning and innovative wealth management services underpinned by a broad range of investment solutions."
For further information, please contact:
Richard Janes firstname.lastname@example.org / Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Anita Turland: email@example.com / Tel: (0) 20 3201 4263
Payal Nair firstname.lastname@example.org / Tel: +44 (0) 20 3201 3342
NOTES TO EDITORS
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.
The information contained in this document is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness.
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 £56.0* 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 £48.7* billion on a discretionary basis.
Our intermediary business manages £17.6* 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 30th June 2021.
Brewin Dolphin Holdings plc published this content on 05 October 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 06 October 2021 14:35:03 UTC.