WebGarrett started working in Financial Services in 1995, and as a Personal Financial Planner from 2006 with Target Financial Management. In 2013 he joined Epoch Wealth Management, which was bought by RBC Brewin Dolphin in 2024. He is a Member of the Chartered Insurance Institute and the CFA. He is also a Chartered Financial Planner and … WebRBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We are here to help you achieve your ambitions through expert, …
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WebApr 29, 2024 · Brewin Dolphin has bought Bath-based IFA Epoch Wealth Management, in a deal that will add around £500 million of assets. Epoch Wealth managing director … rebeca jimenez
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WebShareholders of Brewin Dolphin should seek advice from an independent financial adviser as to the suitability of any action for the individual concerned in connection with the Offer. Any shareholder action required in connection with any Offer, if made, will be set out in documents sent to or made available to shareholders of Brewin Dolphin and ... WebMar 31, 2024 · Royal Bank of Canada (RBC) has brokered a deal to buy UK wealth manager Brewin Dolphin for £1.6bn ($2.1bn). The Canadian lender is acquiring the company for 515p per share in cash, a 62% premium to Brewin Dolphin’s last closing share price. The deal is expected to close by end of the third quarter of 2024, subject to … WebBrewin Dolphin. Brewin Dolphin plc. is one of the largest British investment management and financial planning firms. It has 30 offices across the UK, Ireland and Channel Islands. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. The business can trace its origins back to the establishment of the ... rebeca justiniano