Brewin Dolphin reviews sub-£50k client portfolios

The discretionary fund manager said it is currently in the process of assessing these clients' suitability for bespoke services in light of the incurred costs. Clients may be encouraged to increase the size of their portfolios or switch to a different service category. A Brewin Dolphin spokeswoman said: "We do have some clients with portfolios under £50,000 and we are rolling out a review of their service categories and requesting that we have a discussion about the most suitable service for them for the future. "We are judging whether these small portfolios are suitable for bespok...