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Brewin Dolphin Leeds going for growth

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The Leeds office of Brewin Dolphin, one of the largest independently-owned private client wealth managers in the UK, is pleased to announce its move to new premises on 10th November.

Brewin Dolphin established an office in Leeds in following the acquisition of Wise Speke in 1998. 

Since then the office has grown year-on-year, both in terms of staff numbers, overall funds under management and the services offered.  The business has developed from a stockbroker to wealth manager and now manages over £1bn of funds on behalf of a range of clients.

The branch has nearly 50 members of staff working in specialist teams in areas as financial planning, investments for charities and investing on behalf of intermediaries; working alongside its core investment management expertise.

The steady expansion of the branch and recent merger with the York office has resulted in a move to up-graded facilities. 

No 10 Wellington Place is a magnificent five storey new office building by MEPC in the heart of Leeds “New West End”. The building has a stunning south facing glass façade with limestone detailing. 

The new office is part of the extensive re-development of the Wellington Place area, creating a new business district for the city.

The office provides a suite of meeting rooms and a modern working environment for staff, which will enhance the overall service they can provide their clients and give capacity to host events.

This move helps to reinforce Brewin Dolphin’s position within the region, which is underlined by their continued support of local events and organisations including corporate sponsorship of Welcome to Yorkshire and a range of local charities.

Michael Craven, head of the Leeds Office said “We are very excited about our move. We look forward to welcoming visitors to our new office.  The move marks the start of a new era for us in Leeds and we are confident that the team will continue to grow and build on the successes of recent years.”

The Brewin Dolphin Group provides a complete investment management and financial planning service for private investors, charities and pension funds.

The Brewin Dolphin Group manages over £28 billion of funds for over 130,000 private clients and of this £22.7 billion is on a discretionary basis. BD has 29 offices throughout the UK and the Channel Islands.  

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Michael Craven, Head of Office with just some of the directors from Brewin Dolphin Leeds; Louise Brennan, Paul Martin, Richard Wilkinson, Paul Widdicombe, Michael Craven, Steve Scott, Scott Cresswell, Owen Woolfit, Rupert Fenton and Martin Payne

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