11 April 2007
Investment Managers celebrates two years in operation
Leading Belfast investment manager Bell Lawrie, has
today announced the appointment of Kenneth McCaw and Andrew Burns.
This comes as the company celebrates the second anniversary of its
Belfast operation.
The appointments will strengthen Bell
Lawrie’s offering, broadening its range of expertise in the
evolving office. McCaw joins as divisional director from Rensburg
Sheppards where he was joint director in charge, while Burns
follows him from the same company as a fully qualified fund manager
from his previous position as lead discretionary fund manager.
These individuals have impressive track records that will add
further depth to Bell Lawrie’s client services.
The number of staff has more than doubled since a
team of former employees of Cunningham Coates set out their stall
under the Bell Lawrie banner in 2005. With several high profile
appointments, including that of Michael McQuade who joined as
divisional director from the Bank of Ireland, the company is
building an unrivalled team.
With substantial funds under management, the
company has now established itself as a leading player in the
sector. It now provides a broad range of services to its sizeable
client base from advisory dealing and portfolio management, through
to full discretion.
Head of office, Henry Algeo, said, "The
appointments of Kenneth and Andrew are a real coup for the company,
adding a wealth of knowledge which will reinforce our standing in
Belfast and our clients are sure to reap the benefits of their
expertise. This growth demonstrates our commitment to enhancing our
presence in Belfast, whilst ensuring we continue to provide the
best possible service to our diverse client base.
"Our first two years have been very successful,
firmly establishing ourselves as a leading force in the sector. We
have exceeded targets and growth looks set to continue at this
pace. This is not a company that is content with standing still as
we are always looking to strengthen our market position in Northern
Ireland and as such, we look forward to the future with
confidence."
There have been several milestones for the company
since its inception. In November 2006 the company took ownership of
the Bank of Ireland’s Northern Irish equity portfolio
management business from its financial services division, which
amounted to around £55 million of discretionary portfolios
being transferred. In addition it has built up valuable
relationships with the ever-expanding financial intermediaries
market who have been particularly attracted to their SIPP
management and IHT planning, through the use of the AIM market
share portfolio.
Bell Lawrie is also the first ever sponsor of the
IRFU Ulster Branch Youth Cups. This new sponsorship is a positive
step for the future of the youth game in Ulster and signals a new
partnership for the branch. The finals take place on Saturday 5 May
at Ravenhill. This sponsorship follows the company’s long
standing association with youth rugby. In Scotland, Bell Lawrie has
been title sponsors of the Scottish Schools Cups for the past seven
years. Bell Lawrie has also sponsored the Northern Ireland Law
Society Conferences for the last two years, Prague 2006 and
Barcelona this year.
ENDS
For additional information please contact
Viv Mackay or Lorraine Alonzi at IAS SMARTS on 0131 555 0425.
Alternatively please contact Henry Algeo on 0845 213
1130.
NOTES TO EDITORS
Bell Lawrie, a division of Brewin
Dolphin Securities, advises a number of private investors,
charities, trusts and pension funds on their investment strategies.
Bell Lawrie also has seven offices in Scotland: Edinburgh, Glasgow,
Aberdeen, Dundee, Inverness, Dumfries and Elgin. For more
information please see
www.bell-lawrie.co.uk/
Brewin Dolphin Securities Limited ("BDS") is the
principal operating company of Brewin Dolphin Holdings PLC which is
listed on the London Stock Exchange. BDS is authorised and
regulated by the Financial Services Authority and is a member of
the London Stock Exchange.
BDS is the largest independent private client
portfolio manager in the UK. The Group manages £19 billion of
funds on behalf of more than 100,000 clients, and of this
£8.8 billion is on a discretionary basis. BDS has 36 offices
and is corporate adviser to around 133 small and medium sized
quoted companies.
The Group provides complete investment management
for private investors, charities and pension funds and trades
as:
Brewin Dolphin in
England, Wales and the Channel Islands
Bell Lawrie in Scotland and Northern Ireland
Hill Osborne in the East Midlands
Wise Speke in the North of England
Stocktrade is the BDS Execution-Only division.
www.stocktrade.co.uk
Please see Media Centre section on
www.brewindolphin.co.uk for details and photos of
all commentators and analysts throughout the BDS Group.