What does your company/organisation do and how is it making an impact?

Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary wealth management services, offering investment management and financial planning services to meet the needs of investors and intermediaries. Our clients are mainly individuals but also include Charities, Trusts and Institutions. The world moves quickly, and ensuring that finances are working hard for people takes real expertise. Our investment managers handle that complexity, and provide investment advice that helps make the most of people’s wealth.

What is your company’s mission?

The Brewin Dolphin values – genuine, expert and ambitious – are at the heart of everything we do, and are characteristics which our people have demonstrated throughout our 250 year history. These values define how we behave, the way we deliver our services and client experience, and the way we work to fulfil our vision of being the leading wealth manager in the UK.

How do you get the best out of your team?

I think it’s important not to micro-manage. My role is to ensure the office as a whole runs efficiently, effectively, and grows year on year. I tap into everyone’s knowledge, have an open door policy for ideas and suggestions, support the teams in their endeavours and generally show trust, appreciation and try to communicate how valuable I view the work that they do.

What has been your career highlight?

It really is what I’m doing right now. Being given the opportunity to head up the Newcastle office, with so many relentless, enthusiastic and keen people striving to give a high quality advice led service to our many and varied clients. It’s really quite something. It’s not an easy task for any of us, but the office is full of expertise in many fields and there’s a real desire to succeed. These are extraordinary times, and it’s exciting and fulfilling to be providing the services that we do.

What has been your biggest challenge?

Working to change the external perception of Brewin Dolphin from the old fashioned image of the pinstripe stockbroker to that of a modern day wealth manager that works to assist almost anyone navigate their financial journey through life from when they begin work to when they retire and beyond.

How do you achieve a good work/life balance?

Ask my wife. She would probably say “with difficulty”. For certain, the ability to be in touch with work 24/7 through mobile and agile communications means that there is far more flexibility in the hours that tasks are carried out and means that I don’t always need to be in the office or attend meetings in person. However, I’m aware that the ability to be available at all times requires the self-control to ensure that in practice I am not and retain control over my down-time and relaxation.

How does your partnership with the Chamber contribute to your business goals?

We’ve found that by taking advantage of networking, we’ve deepened our understanding of the north east business community, developed partnerships, and been able to offer support to other businesses. Being a member has helped our value, visibility, and credibility. The more we engage, the more we get to know the community and business leaders that can advocate for our services too.

What impact do you think the Chamber has on the region?

I think it has real influence and is effective in helping support and promote the region. The Chamber work hard to promote the business interests of the communities it serves, it encourages investment, seeks to create a pro-business environment, and supports mutually beneficial outcomes for the diverse employers and workforce in the north east. I’d think that for many business leaders, the Chamber is helping them to build the contacts and structures needed to keep their operations running effectively.

And finally, what do you think are the opportunities and challenges for your sector over the next year?

Leaving aside the volatility and uncertainty of the economy and markets, which is something we always have and always will need to deal with, one of the biggest issues is technology. The industry challenge (and the opportunity), is ensuring that we are equipped with the advanced analytics, insight and technology necessary to meet our clients’ rapidly evolving investment and service needs.

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