Matthew joined Brewin Dolphin in October 2004 as Head of Fund Research, responsible for long-only fund research and alternative investments. Prior to joining Brewin Dolphin, Matthew was responsible for fund selection within the strategic investment group at Merrill Lynch Investment Managers. Matthew holds an MA in history from Cambridge University and is a CAIA charter holder.
Investment Research, Unit Trusts and Alternative Investments
SectorsCity and Industry Issues
Before joining the financial world John served in the Royal Navy in the rank of Lieutenant-Commander, having studied at the Royal Naval Engineering College Manadon, Plymouth and at Brighton University. He has a BSc in Electronic Engineering and became a Chartered Electrical Engineer in 1982. On leaving the Service he attended Edinburgh University Business School from which he graduated MBA in 1995.In December 2007, John joined Brewin Dolphin as Head of Investment Companies Research, before which he ran his own managed funds consultancy, Newlands Fund Research. Prior to that he was Investment Companies Analyst at the London stockbroking firm of Williams de Broë Plc.
John is a member of the Association of Investment Companies (AIC)`s Statistics Committee and of the Money Marketing/IFA (UK) financial panel. He has also written a number of books and reports about the managed funds sector including ‘Put Not Your Trust in Money’, the official history of the UK investment trust industry, published in 1997 and company histories of Foreign & Colonial, Murray International and Witan Pacific Investment Trusts and of Aberdeen Asset Management.
Rob began his career in the City with Savory Milln, a small broking house, in 1986 and he joined Brewin Dolphin in 2007. He looks after a mixture of private clients pension funds and charities and he is a member of the Chartered Institute for Securities & Investment.
Private Client Investment Management
Charity Investment Management
John joined our London office from SG Hambros Private Bank where he was the Head of Financial Planning – UK Regions for over 9 years. John is a Certified Financial Planner, holds the Association of Taxation Technicians qualification as well as the Advanced Financial Planning and Investment Management Certificates. He has worked in the financial planning industry for over 14 years. John’s expertise is in the area of holistic financial planning, which incorporates investment, retirement, school fees and estate planning advice.
Sectors Financial PlanningPensions
Guy joined Brewin Dolphin’s Fund Research Department in February 2006 as a senior fund analyst, responsible for Fixed Income and UK Equity fund selection. Prior to joining Brewin Dolphin, Guy was an investment director and portfolio manager at Hill Martin Asset Management in London. Guy is a member of the Securities and Investments Institute and is a CFA charterholder.
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