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Investment Management Analysts

Group Head of Research
020 3201 3416
Collective and Alternative Investments
Matthew
Butcher
Group Head of Research
020 3201 3416

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.

Sectors
Collective and Alternative Investments 

Chief Strategist
020 3201 3360
Mike
Lenhoff
Chief Strategist
020 3201 3360

Graduating with a PHD in economics from the London School of Economics, Mike Lenhoff started his career path in an economics forecasting consultancy business. In 1985 he joined Capel Cure Myers as a portfolio strategist. By the end of the 1990’s Mike was Head of Research at Capel Cure Sharp, later part of the Gerrard Group. He left Gerrards in 2002 to join Brewin Dolphin before the parent company Old Mutual sold Gerrard to Barclays Bank. Mike’s forecasting abilities have served him well and he makes frequent contributions to the financial press and regular guest appearances on CNN, CNBC and Bloomberg. Mike is the prime mover of the Group’s macro economic forecasting and its financial markets analysis.

Head of Investment Companies Research
0131 529 0301
Investment Trusts
John
Newlands
Head of Investment Companies Research
0131 529 0301

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.

Sectors
Investment Trusts

Divisional Director
020 3201 3353
Chemicals, Oil and Gas, Support Services
Iain
Armstrong
Divisional Director
020 3201 3353

Iain joined Brewin Dolphin in March 2003 as an equity analyst with primary responsibility for the Oil & Gas and Support Services sectors. He has since added the Chemicals sector to his coverage. Having graduated from Glasgow University with an MA in Political Economy, he entered the financial services industry, first as a US fund equity manager until 1993, when he switched to UK equity fund management.

Sectors
Chemicals
Oil and Gas
Support Services

Divisional Director
020 3201 3355
Beverages, IT, Water & Multi-utilities
Elaine
Coverley
Divisional Director
020 3201 3355

Elaine joined the Brewin Dolphin Equity Research Team in 2000 after gaining a degree in International Business Management with Finance (BSc Hons). Elaine initially took over coverage of Utilities and has subsequently taken over coverage of Beverages and Information Technology. In 2002, Elaine set up the Quantitative research offering for the firm, which she has subsequently handed over, and in 2009 took over management of the equity research team. Elaine is a member of the Securities and Investment Institute, and holds the Securities and Investment Institute Diploma.

Sectors
Beverages
IT
Water & Multi-utilities

Divisional Director
020 3201 3405
UK General
Stephen
Ford
Divisional Director
020 3201 3405
Stephen Ford began his finance career in the Building Society movement before moving into asset management and he joined Brewin Dolphin in March 2000. He became joint head of the London office in 2008. He holds the Chartered Alternative Investment Analyst designation, is a Chartered Fellow of the Chartered Institute for Securities and Investment and also holds the Diploma in Financial Services. Stephen lectures on investments for the Institute of Bankers and the Chartered Insurance Institute and gives commentary on UK markets.

Sectors
UK General

Portfolio Strategist
020 3201 3417
Portfolio Strategy
Guy
Foster
Portfolio Strategist
020 3201 3417

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.

Sectors
Portfolio Strategy

Analyst
020 3201 3728
Quantitative and Technical Analysis
Julian
McCormack
Analyst
020 3201 3728

Julian McCormack is an Analyst, based in our London office and focuses his research predominantly on Quantitative and Technical Analysis.

Sectors
Quantitative and Technical Analysis

Divisional Director
020 3201 3358
Food & Drug Retailers, Personal Goods, Pharmaceuticals, Real Estate, EIS
Tim
Green
Divisional Director
020 3201 3358

Tim Green is an equity analyst at Brewin Dolphin, having joined the company in 2000. He is responsible for Retail, Real Estate and Pharmaceuticals. After gaining an Oxford University degree in French & German, Tim started his career as a sell-side equity analyst at Greenwell Montagu. He then worked as a continental European Equity Fund Manager for Guardian Royal Exchange Asset Management, followed by a spell in financial journalism at the Investors' Chronicle, where he was responsible for UK Retail coverage until 2000.

Sectors
Food & Drug Retailers
Personal Goods
Pharmaceuticals
Real Estate

Analyst
020 3201 3361
Banks, Construction and Materials, General Financials, Life Insurance, Non-life Insurance
Jonathan
Newman
Analyst
020 3201 3361

Jonathan joined Brewin Dolphin in April 2006. Prior to joining Brewin Dolphin, Jonathan worked in fund management divisions of the insurance industry as an equity portfolio manager. Jonathan covers the Banks, Life Insurance, Non-Life Insurance, General Financial, Household Goods and Construction & Materials sectors of the UK equity market. Jonathan has a BSc (Econ.) from the London School of Economics.

Sectors
Banks
Construction and Materials
General Financials
Life Insurance
Non-life Insurance

Fund Analyst
020 3201 3415
Ben
Gutteridge
Fund Analyst
020 3201 3415

Ben joined Brewin Dolphin in 2003 as a fund analyst. Ben holds the Securities Institute Diploma having specialised in financial derivatives and a degree in Mathematics from Loughborough University. He is currently responsible for alternative investment recommendations. Ben is a member of the Securities & Investment Institute and is a CFA charter holder.

Fund Analyst
020 3201 3418
Collective Investments
Robert
Crawshaw
Fund Analyst
020 3201 3418

Rob joined Brewin Dolphin in 2006 as a fund analyst and is currently responsible for UK, US and fixed income recommendations. He holds a degree in Economics from Exeter University and is a Member of the Securities Institute through attaining the SII Diploma.

Sectors
Collective Investments

Assistant Director
0203 201 3359
Bonds, Eurobonds, Fixed Income
Victoria
Hasler
Assistant Director
0203 201 3359

Victoria joined Brewin Dolphin in February 2010 as a fixed income analyst. Prior to joining Brewin Dolphin Victoria was a fixed income portfolio manager at Rothschild Private Management and before that a fixed income analyst at Merrill Lynch Investment Managers. Victoria holds a BA (Hons) in Economics with French from Durham University, the Investment Management Certificate and in addition is a CFA charterholder.

Sectors
Bonds
Eurobonds
Fixed Income

Assistant Director
0203 201 3356
Food Producers, General Industrials, Home & Personal care, Media
Nicla
Di Palma
Assistant Director
0203 201 3356

Nicla joined Brewin Dolphin in March 2010 as an equity analyst with primary responsibility for the Food Producers, General Industrials and Media sectors. She previously worked as a sell-side analyst at Sanford Bernstein covering the European Autos and Auto Parts sector. Prior to that Nicla worked in Investment Banking at Rabobank and UBS. Nicla holds an MBA from INSEAD and is a CFA charterholder.

Sectors
Food Producers
General Industrials
Home & Personal care
Media

Equity Analyst
020 3201 3407
Aerospace and Defence, Leisure, Tobacco, Travel
Edmund
Salvesen
Equity Analyst
020 3201 3407

Edmund joined the Brewin Dolphin graduate trainee programme in January 2008 after completing a Masters in Finance at Cass Business School. He started his career in the investment management department before joining the equity research team as Tobacco and Aerospace and Defence analyst. He has recently taken up coverage of the Travel and Leisure sector. Edmund is a member of the Securities and Investment Institute and is a CFA Level 3 candidate.

Sectors
Aerospace and Defence
Leisure
Tobacco
Travel

Assistant Director
020 3201 3357
Metals & Mining, Telecoms
Nik
Stanojevic
Assistant Director
020 3201 3357

Nik joined Brewin Dolphin in August 2009 with primary responsibility for the Metals and Mining sector and initiated on the Telecoms sector in March 2010. He spent the previous five years working as a sell-side analyst at Sanford Bernstein, the last three years of which were covering the metals and mining and steel sectors. He previously worked at Goldman Sachs in the equities division. Nik holds a BSc in Management Sciences with French from the London School of Economics and is a CFA charterholder.

Sectors
Metals & Mining
Telecoms

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