The Business Exchange Bath & Somerset Issue 12: Summer 2019 | Page 4
BUSINESS NEWS
Double award win for
housing association Curo
Bath-based housing association Curo has won
two awards at the Internal Communications and
Engagement Awards.
BREWIN DOLPHIN
EXPANDS INTO BATH
Brewin Dolphin has acquired Epoch Wealth
Management, an IFA firm based in Bath.
After the deal completes, Epoch managing
partner Barry Newbury and his 37 colleagues
will transfer to Brewin Dolphin, along with
their clients.
Brewin Dolphin, a UK FTSE 250 provider of discretionary wealth
management, will take over Epoch’s Queen Square Place office,
increasing its UK footprint to 31 offices.
Nick Fitzgerald, Managing Director of
financial planning at Brewin Dolphin, said,
“What we’re seeing across the country is
pent-up demand for good financial advice,
especially in these uncertain times.
“Barry and his team have built Epoch
Wealth Management into a successful
business trusted by their clients. We’re
so pleased that their advice-led team are
joining us to continue their growth journey,
and as one of the UK’s largest wealth
managers we’re able to provide them with
the resources they need to provide their
excellent advice to more clients and to
grow.”
Barry Newbury, Head of Office
designate for Brewin Dolphin (Bath),
Curo was shortlisted for two awards
alongside well-known brands including
Nationwide, RBS and Travelex, winning the
Silver award for Best Ongoing Commitment
to Internal Communications and Bronze in
the Best Intranet award.
The awards, hosted by comedian Zoe
Lyons, recognise excellence in internal
communications.
The panel of judges praised Curo’s
Limelights scheme which encourages
employees to reward their colleagues for
doing a great job, for example delivering
exceptional customer service. One judge
was particularly impressed with “the
involvement of all the colleagues and
participation rates for a small organisation.”
Curo Chief Executive, Victor da
Cunha, said, “Business success
requires a foundation built on effective,
timely, strategically-aligned two-way
communications at every level in the
business and that is precisely what we have
here at Curo.
“I know this not only because of informal
feedback from colleagues, but because
regular surveys tell us that our colleagues
value the range and quality of our
communications channels.
“I know this too because we are an
IIP Gold employer and one of the Best
Companies to work for in the UK according
to The Sunday Times.”
Andrew Thomas, publisher of
Communicate magazine and founder of the
Internal Communications and Engagement
Awards, said, “For the past 10 years
Communicate magazine has written about
internal communications and employee
engagement.
“We are delighted to now take that to the
next level, to benchmark best practice and
to celebrate excellence in this important
corporate communications field.”
said, “We’ve grown Epoch to this point by
cultivating great people who have built
strong relationships with clients and those
who refer their clients to us.
“Becoming part of an integrated wealth
management firm like Brewin Dolphin
will give our clients even more support;
whether it’s insight from their central
research function, head office support or
financial support to grow the business.
“Meanwhile, we plan to go from
strength to strength with ambitious growth
plans with the same team that has served
our clients so well for many years, but
now under the Brewin Dolphin name.”
The acquisition is expected to be
completed this summer.
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THE BUSINESS EXCHANGE 2019
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