Wealth manager Brewin Dolphin has promoted a former major in the British Army to head up its Edinburgh office.
Jonathan Tweedie takes over from previous boss Marc Wilkinson, who will now concentrate on his role as regional director for Scotland and the north of England. Wilkinson has been head of the Edinburgh office since 2009.
Having begun his career as an officer in the British Army, Tweedie has been with Brewin Dolphin for more than 13 years. He became a divisional director within the group in 2007, with experience in managing investment portfolios for private clients, trusts and charities.
The Edinburgh office has more than 100 staff, including 47 investment managers and financial planners.
“I am delighted to take on this position and I am confident that the team here can continue to grow the excellent business built up in Edinburgh since the merger of Brewin Dolphin with Bell Lawrie in 1993,” Tweedie said. “My aim is to continue our development to become the leading provider of personalised, discretionary wealth management services in the city.”
His other interests include his work as a trustee for the Scottish Veteran Residences and the King’s Own Scottish Borderers Association. He has also been on the judging panel for the Walter Scott Prize for Historical Fiction since 2012, and has led Brewin Dolphin’s sponsorship of the Borders Book Festival for the past five years.
“Jonathan and I have worked closely together over the last 13 years,” Wilkinson said. “His vision will help drive forward the Edinburgh office and I have no doubt that he will excel in his new role.”
In May, the group, which has 29 offices throughout the UK, Ireland and the Channel Islands, reported a surge in profits for the first half of the financial year to the end of March. The pre-tax figure of £21.4 million was generated on total income of £146.3m.
It manages roughly £28 billion of funds for more than 100,000 clients, including £22.7bn of discretionary funds.