Cardiff office hits £1bn milestone
We are delighted to announce that the Wales office is celebrating passing the £1 billion mark for funds under management (FUM) after a decade of significant growth and business evolution.
In the last ten years, the team has grown from nine and £187m of FUM, to a workforce of 35 and £1bn of FUM.
David Myrddin–Evans, who was appointed to head up the Wales Office of Brewin Dolphin in 2005, said: “This is a landmark achievement for our office and is testament to our hard-working and dedicated team.
“Back in 2005, the business was operating as a traditional stock broker with a single service. Today, it is at the cutting edge, akin to the major financial houses in London, offering clients a full investment and financial planning wealth management service.