Major investment management firm to relocate to Bournemouth marking “new era”

NEW START: Brewin Dolphin’s new offices, Waverley House

NEW ROLE: Rob Carroll

First published in News by

ONE of the largest independently-owned private client wealth managers in the UK is relocating to Bournemouth.

Brewin Dolphin is moving its current Lymington and Dorchester offices to Holdenhurst Road, which is already home to several major financial services companies.

The Bournemouth office will have 18 staff, including nine qualified investment managers and financial planners.

Rob Carroll, who led the company’s Lymington office, has been appointed head of the new combined office at Waverley House.

Mr Carroll said: “We are very excited about our move to Bournemouth and we look forward to welcoming our clients and visitors to our new office. The move marks the start of a new era for us on the South Coast and we are confident that the team will continue to grow and build on the successes of the past years.”

Richard Croydon, southern regional director of Brewin Dolphin, said: “I am confident that all our clients will be very well-served from our new Bournemouth office and that we will continue to grow our important and highly-valued business in Hampshire and Dorset from this very impressive new location.”

The team will offer private clients and charities investment management, services for professional intermediaries and financial planning.

The company sponsors several local events including the Solent Music Festival, the Chalke Valley History Festival, the New Forest Show and the Commodores Cup.

Brewin Dolphin, established in 1762, manages more than £28bn of funds for more than 100,000 private clients and has 30 offices in the UK and Channel Islands.

Comments (6)

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11:12am Mon 16 Jun 14

Lord Spring says...

That is going to be a bit of a squash getting 18 staff into that building.
That is going to be a bit of a squash getting 18 staff into that building. Lord Spring
  • Score: 2

11:16am Mon 16 Jun 14

BIGTONE says...

I thought it was Wonga.
I thought it was Wonga. BIGTONE
  • Score: -1

12:34pm Mon 16 Jun 14

BmthNewshound says...

Another over the top headline from the Echo..... a wealth management company is consolidating its branch network, and opening a new office midway between its two existing offices which will both close. Hardly a "new era".
Another over the top headline from the Echo..... a wealth management company is consolidating its branch network, and opening a new office midway between its two existing offices which will both close. Hardly a "new era". BmthNewshound
  • Score: 11

3:08pm Mon 16 Jun 14

Sir Beachy Head says...

Good company though, solid, straight and reliable. I used to buy and sell shares with them via their online dealer facilities at Stockdale.co.UK
Good company though, solid, straight and reliable. I used to buy and sell shares with them via their online dealer facilities at Stockdale.co.UK Sir Beachy Head
  • Score: 0

8:05pm Mon 16 Jun 14

Sir Beachy Head says...

Stocktrade that should have been. Dam useless android predictive text
Stocktrade that should have been. Dam useless android predictive text Sir Beachy Head
  • Score: 0

10:05am Tue 17 Jun 14

pc1111 says...

I think you'll find they haven't been independent for about 20 years now.
I think you'll find they haven't been independent for about 20 years now. pc1111
  • Score: 1

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