30 October 2014

Brewin Dolphin is delighted that its Managed Funds Service (MFS) has won three categories at Citywire's celebrated Wealth Manager Investment Performance Awards 2014 - retaining the Cautious portfolio and winning both the Balanced category and the Overall Large Firm award. Brewin dolphin was also short-listed again for the Aggressive Portfolio award. Each model in the MFS range has a positive risk-adjusted return and this award recognises the value which MFS has provided to advisers and their clients.

Brewin Dolphin's Fund Research Team

Guy Foster Head of Research at Brewin Dolphin said, "We aim to build on lots of small successes from asset allocation, fund selection and portfolio construction and we have a team of individual analysts tasked with achieving that. Their decisions are translated to portfolios on a monthly basis to ensure there is no lag between our views and updating investments. This rebalancing process is crucial to controlling portfolio drift. With no in house funds, we have a whole of market, best of breed approach and we believe picking the lowest hanging fruit in each area is the key to delivering successful investment solutions."

Brewin Dolphin also won the Best Overall Large Firm award, having been shortlisted last year. Stephen Ford, Director and Head of Investment Management at Brewin Dolphin said, "We are thrilled to receive another accolade for our services, it's a great achievement to win three categories of the Citywire Investment Performance awards.  This award, which reviews performance across the investment risk spectrum and ranks entrants based on performance across all risk levels, demonstrates the value added for our advisers and their clients within our Managed Funds Service."

Gareth Johnson, Head of Managed Investment Services at Brewin Dolphin said, "In the last 12 months, the support from advisers for our Managed Funds Service has been fantastic. We have expanded distribution since we have launched with Aviva, Ascentric and Standard Life and continued to support and work with AXA Elevate, Novia and Nucleus. As firms continue to implement central investment propositions, we are delighted that we have been recognised with further Citywire Investment Performance awards. In 2014 we have seen a marked increase in the number of due diligence and performance comparison requests. These awards, backed by Asset Risk Consultants (ARC), are independent validation of our robust and repeatable process in delivering excellent risk-adjusted performance that will give advisers and their clients confidence in our investment management services." 

Find further information and details on the methodology here

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