Brewin Dolphin buys Bath-based IFA Epoch Wealth Management

Undisclosed fee and AUA

clock • 1 min read

Wealth management firm Brewin Dolphin has acquired Bath-based IFA Epoch Wealth Management for an undisclosed fee.

Brewing Dolphin has acquired the firm's assets and the deal will also see Epoch's 38 employees join the firm. The deal has grown Brewin Dolphin's Bath office count to 31 and seen Epoch's managing partner Barry Newbury become head of office  Brewin Dolphin has been on the acquisition trail of late. In December it revealed it was in the process of acquiring Basingstoke-based advice firm Aylwin, while a couple of weeks ago it emerged the firm was in 'exclusive' talks with Investec about buying its wealth management business. Investec's private client stockbroking business is reported to be ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Companies

Tavistock Investments acquires £3bn asset manager Alpha Beta Partners

Tavistock Investments acquires £3bn asset manager Alpha Beta Partners

'Complementary' to business positioning

Linus Uhlig
clock 22 November 2024 • 2 min read
Hargreaves Lansdown's Derren Nathan: Companies best placed to absorb NI cost pressures

Hargreaves Lansdown's Derren Nathan: Companies best placed to absorb NI cost pressures

Following Rachel Reeves' Budget

Derren Nathan
clock 21 November 2024 • 4 min read
Liontrust profits sink by a further 28% as AUM continues to decline

Liontrust profits sink by a further 28% as AUM continues to decline

Job cuts of around 25 staff

Linus Uhlig
clock 21 November 2024 • 3 min read
Trustpilot