Joint exam success for Wealth Management Company
The Exeter office of Brewin Dolphin, one of the UK’s largest independently-owned private client wealth managers, has expanded significantly in the last two years bringing in two new trainee investment managers; Kelly Harkins and James Osborne. Both are looking to develop their careers in Exeter and are keen to boost the development of the Exeter office.
Kelly (24) passed the second of three Masters in Wealth Management papers, Portfolio Construction Theory, while James (25) passed the Private Client Advice paper to move onto the second. Both Kelly and James were awarded a merit, which is a great achievement.
The Masters in Wealth Management is the top qualification offered by the CISI and will lead both Kelly and James to becoming Chartered Wealth Managers in time.
Tim Walker, Head of the Exeter office, said: "I am delighted with both Kelly and James’ success. It is important for the future development of this office that we have young, well qualified staff. At Brewin Dolphin we have a comprehensive training programme and support all of our staff to attain their full industry qualifications. We wish Kelly and James all the best for their future exams.”
