Brewin Dolphin : Wealth manager Brewin Dolphin has appointed David Barclay as its new head of office in Dundee. In an expansion of his responsibilities, David, who is also head of the group’s...

Wealth manager Brewin Dolphin has appointed David Barclay as its new head of office in Dundee. In an expansion of his responsibilities, David, who is also head of the group's Aberdeen office, has taken over the role from Ian MacDonald, who is stepping down after 20 years to focus on his existing client book until his retirement at the end of 2022.

David Barclay

David Barclay joined Brewin Dolphin's Aberdeen office in 1998 as an investment manager before being promoted to divisional director in 2006. From 2008 to 2017 he was deputy head of office before becoming head of office in 2017.

Ian MacDonald joined Brewin Dolphin's Dundee office in 2002 as a financial planner and has the notable honour of being the first financial planner to become a head of office at Brewin Dolphin when he took over the role in 2007. During his 15-year tenure as head of office, Ian successfully grew the Dundee office's financial planning capabilities whilst focusing on building strong, long-term client relationships.

Marc Wilkinson, regional managing director (Scotland) at Brewin Dolphin, said: "I would like to thank Ian for his hard work and leadership of the Dundee office over the last 15 years. Ian has not only been the head of the Dundee office and looked after his client bank so diligently, but he has also been very involved in financial planning management during his career."

He added: "I look forward to seeing how David [Barclay] will now take the Dundee office forward with a renewed vision and focus whilst retaining the office's core value of care for its clients and their financial wellbeing."

David Barclay, head of office for Aberdeen and Dundee, Brewin Dolphin, said: "I am honoured to take the baton from Ian, as he steps down as head of office in Dundee. There is a natural synergy and affinity between these two east coast offices, and I look forward to working closely and spending more time with my colleagues in the City of Discovery to help our clients achieve their financial goals."

Disclaimers

The value of investments can fall and you may get back less than you invested.

Brewin Dolphin is authorised and regulated by the FCA (Financial Services Register reference number 124444)

-ENDS-

PRESS INFORMATION

For further information, please contact:
Richard Janes richard.janes@brewin.co.uk / Tel. +44 (0) 20 3201 3343
Siân Robertson: Sian.Robertson@brewin.co.uk / Tel: (0) 20 3201 3026
Anita Turland: anita.turland@brewin.co.uk / Tel: (0) 20 3201 4263
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342

NOTES TO EDITORS

About Brewin Dolphin

Brewin Dolphin is a UK FTSE 250 provider of discretionary wealth management. With £56.9* billion in total funds, we offer 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 achieve 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 £49.8* billion on a discretionary basis.

Our intermediary business manages £18.1* 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 September 2021.