Strategy
UK Wealth Manager Partners With Law Society

The firm has agreed a deal to become a law society's exclusive wealth management partner, effective September 2018.
UK wealth manager Brewin Dolphin has
signed a partnership deal with the Law Society of Scotland to
provide financial advice and support for Scottish solicitors and
their clients.
The partnership will help develop relationships with
organisations, and share knowledge to support best practice
and provide guidance to its members, it said in a statement.
The new strategy, due to start in September 2018, will see Brewin
Dolphin become the Law Society of Scotland’s wealth management
partner. The firm will provide support for solicitors working in
this area through CPD events and practice area updates, focusing
on the latest developments in wills and estate management,
trusts, charity work and tax matters.
“This partnership is another important step for Brewin Dolphin,
as we continually look to expand and evolve our offering to the
legal profession,” said Matt Sullivan, national head of
professional services at Brewin Dolphin. "Joining the Law Society
of Scotland’s partnership programme is an exciting prospect and
follows our appointment of recently-retired family law
specialist, Anne Hall Dick, as a consultant to our matrimonial
team. Since launching our professional services offering in
Scotland 18 months ago, the team has grown from strength to
strength. It has successfully provided regulated financial advice
to solicitors and their clients on a range of matters, helping
them to make important and complex decisions about their
futures.”