British wealth manager Brewin Dolphin has launched an app providing clients with access to information about the makeup and performance of their portfolio.

The app, adopting the name of the wealth manager’s online portal MyBrewin, has been developed by wealthtech provider Objectway.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

The app will incorporate facial and thumbprint recognition technology and be available on the Apple and Android operating systems.

Grant Parkinson, Brewin Dolphin chief operating officer, said of the launch: “How clients wish to access information is changing and we have developed our client app in response to this.

“We are strategically committed to technology innovation and offering clients a superior user experience, enabling them to access their portfolios where they want and how they want.”

Gareth Johnson, head of digital channels at Brewin Dolphin, spoke of the challenges in developing a digital strategy to meet the needs of an evolving client base at PBI‘s London conference in June.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

“When you’re thinking about your service, you might be thinking mobile, you might be thinking hybrid, all those things.

“What you should be thinking about is actually how you help educate people,” Johnson told the audience.

Recent Brewin Dolphin activity

Brewin Dolphin reached a £35m agreement with technology provider Avaloq in April to replace it custody and settlement system.

The business acquired the Irish wealth management arm of Investec in May following soon after the purchase of Bath-based Epoch Wealth Management.

Brewin Dolphin currently manages funds totalling £44.1bn, and announced an increases in both discretionary and financial planning income for the third quarter ending 30th June 2019.