CEO Today Global Awards

www.ceotodaymagazine.com 22 CEO Today Global Awards 2019 ireland DAVID NICOL CEO of Brewin Dolphin Holdings PLC FIRM PROFILE From our founding over two centuries ago, we have grown to become one of the UK’s leading wealth managers. Our success has been built on the strength of our relationships with our clients. Individual and personal service is central to everything that we do. Brewin Dolphin was founded on the belief that the successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. So before we invest your money, we’ll first invest in our relationship with you. Creating or maintaining a lifestyle. Building a legacy. Funding a long-term goal. We can help you create financial plans and investment portfolios that meet your ambitions. Leaving work. Handing over the reins of a business. Enjoying the next chapter. We will help you have a prosperous and satisfying retirement. Protecting your wealth is as vital as building it. We will help you secure your family’s financial future. You have worked hard to build your wealth. Passing it on to the next generation fairly, safely, effectively and efficiently takes skill and careful preparation. Putting money aside for children or grandchildren. Growing your investments for a personal goal. The Brewin Portfolio Service is our easy-to-use, direct online investment platform Whoever you are, we take the time to get to know you; to understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plans that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. Free from financial distractions, you can devote more time to what you really enjoy doing. We have the technical skills to make the most of opportunities to protect and grow your wealth. But more than that, our ability to build strong relationships means we can create the bespoke financial plans and investment portfolios that will meet your unique ambitions and deliver peace of mind that your interests are in the right hands. We have 30 offices across Britain and Ireland to bring us closer to you and enable us to combine the best of local understanding with national scale and perspective. We are an independently-owned firm, listed on the London FTSE 250, bound to no corporate group. We have an award-winning research team, who undertake research across markets, asset classes and individual companies. They develop unconstrained views and insights for our advisers to draw upon so they can best manage your wealth. Our personal approach to investment has stood the test of time. We have managed the interests of clients who have had wealth for generations, and those who are the first in their family to need a wealth manager. Being able to forge strong relationships with people, whatever their story, requires the kind of expertise gained only through experience – something we have been building since 1762. Our long history has helped us develop a long-term outlook. Having witnessed financial crises over two centuries, we have a composure that remains ever relevant in today’s times of uncertainty. ABOUT DAVID NICOL David Nicol joined the Board as a Non-Executive Director in March 2012 and was subsequently appointed Chief Executive in March 2013. He also sits on the Executive Committee. David trained and qualified in 1980 as a chartered accountant with Ernst & Young and spent two years working for KPMG in Hong Kong. He joined Morgan Stanley in 1984, where he worked for 26 years in a number of operations and finance roles. David was a Director and CAO of Morgan Stanley International from 2004 to 2010. He was a Non-Executive Director of Euroclear from 1998 to 2010 and was on the board of the Chartered Institute of Securities and Investments until September 2015. He is on the Council of the Institute of Chartered Accountants of Scotland and is Chairman of the appointment committee of the Hermes Property Unit Trust. www.brewin.co.uk