Brewin Dolphin buys Bath-based IFA Epoch Wealth Management

Undisclosed fee and AUA

Tom Ellis
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, eight of which are advisers, 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 stockbroki...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

65 years in advice: John Lamb Hill Oldridge's major milestone

65 years in advice: John Lamb Hill Oldridge's major milestone

'The underlying premise for what we do hasn't changed'

Paula Steele
clock 18 November 2024 • 4 min read
FCA fines and bans pair for 'recklessly' breaching asset requirement

FCA fines and bans pair for 'recklessly' breaching asset requirement

Craig Buchan and Martin Cooke fined around £6,000 each

Isabel Baxter
clock 18 November 2024 • 2 min read
Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

Succession Wealth snaps up True Wealth Group adding £1.1bn in assets

The firm’s first entry into Northern Ireland

Isabel Baxter
clock 18 November 2024 • 2 min read