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Haldons Ltd. celebrate 10th Anniversary
26th November 2014
C G Fry & Son submits outline planning application to Taunton Deane Borough Council
5th December 2014
27th November 2014

Brewin Dolphin one of the UK’s leading Wealth Managers, with an office in Exeter is delighted that the popularity of its investment services for charities continues to grow, seeing their ranking rise to 7th largest charity investment manager in the UK in this years’ edition of the Annual Charity Fund Management Survey.

Brewin Dolphin have charity specialists in every region, the firm manages a large number of charity portfolios, as charities seek specialist advice and portfolio management with their specific objectives, personally delivered by the team managing their funds.

Richard Pike, Charities Investment Manager at Brewin Dolphin in Exeter said, “We are really pleased to have risen further up the league table of charity managers to 7th place, up from 11th place 5 years ago. The market conditions of recent years have required charity investors to consider the role of their investments and their policies carefully and we have worked hard to provide an appropriate portfolio solution for our charity clients in the South West.”

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