Brewin Dolphin Edinburgh chooses Teknometry

We are pleased to announce that given the success of delivering our Performance and Charity Fund Universe offerings to Brewin Dolphin, Teknometry have been to chosen to provide additional Performance Measurement and Attribution services to their wealth and investment management office, based in Edinburgh.

“Since 2013, we have had an existing relationship with Brewin Dolphin, so it is testimony to the continuing success of our provision to them that we have been chosen to provide further services to their Edinburgh Office.”

Phil Swann, Client Relationship Director, Teknometry

“We are excited to be working with Teknometry. As part of the learning process, we have been very pleased with the personal service we have received and in-depth help and support that has been on hand while we navigate the system. The capabilities of the system will help us to provide an enhanced level of data to our clients.”

John Moore, Divisional Director, Brewin Dolphin Edinburgh

Brewin Dolphin selects Teknometry for investment performance analysis

Teknometry, the on-demand performance analysis software provider for asset managers, investors and advisors, announces today that it has signed a contract with Brewin Dolphin to provide investment performance analysis for a number of its charity fund clients, as the leading wealth manager looks to expand its analytical capabilities.

Brewin Dolphin is one of the UK’s largest independently-owned investment managers. With £26 billion of assets under management, the firm has 39 offices throughout the United Kingdom and Channel Islands and offers a wide range of financial services.

“We had a requirement to replace some of our existing analytical tools and were looking for a solution that would allow us to expand the analysis we provide to charities as part of our service. Teknometry were able to migrate our data quickly and enable us to offer additional capabilities for our clients. We were impressed with the knowledge of the Teknometry team and the speed with which they had us up and running. The application is very easy to use and delivers a broad range of performance information.”

Ruth Murphy, Head of Charity Business Development at Brewin Dolphin

“We are very excited to be partnered with Brewin Dolphin, one of the UK’s leading wealth managers. Cloud solutions are now well established and we are seeing a lot of interest from investment managers who are looking for a performance and attribution solution. Resilience, scalability and security are key benefits of our system, but speed of deployment was also a key factor in Brewin Dolphin’s decision to select Teknometry.”

Mick Brant, Managing Director, Teknometry

About Brewin Dolphin

The Brewin Dolphin Group manages £28 billion of funds for over 130,000 private clients and of this over £20 billion is on a discretionary basis. BD has 39 offices throughout the UK and the Channel Islands.

Brewin Dolphin Limited (“BD”) is the principal operating company of Brewin Dolphin Holdings PLC. BD is authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.

Established in 1762, Brewin Dolphin is one of the UK’s largest independently-owned private client wealth managers. The Group provides a wide-ranging investment management and financial planning service for private investors, charities and pension funds. Stocktrade is the Group’s Execution-Only telephone and on-line dealing division.