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ALL CHANGE AGAIN FOR FINANCIAL ADVISERS

With last quarter’s financial advisers league swelling to 13 firms, we asked if those involved could stay in this most changeable of tables. The answer this term seems to be a resounding no.

Credit Suisse First Boston (CSFB) and Deutsche Bank have succumbed to the pressure and dropped out of the top 13 after only a brief stay. Those taking advantage of their misfortune are Brewin Dolphin and Williams De Broe. While Brewins feature regularly in our top stockbrokers league, Williams are a welcome newcomer to the survey. Their 43.5 clients have lifted them to 13th position in the most number of clients table. These companies are split fairly equally between fully listed (22.5) and AIM (21). Williams now advises United Overseas Group, which it took over from Solomon Hare Corporate Finance and also has on its books a number of new issues. These include Business Systems Group and Clarity Commerce Software.

The other newcomer Brewin Dolphin, has shot up from 16th place last quarter on the back of an eight-point gain. It now has Firestone Diamonds as a client after it was appointed instead of John East & Partners and the newly floated Zytronic.

Despite a three point and £579.3m reduction in client pre-tax profit Schroder Salamon Smith Barney has leapt a place to second in the client pre-tax profit league. Rothschild’s also did well; it shot up three places to third on the back of a £1154.2m improvement. Both were taking advantage of a poor quarter for Lazard Brothers, who slipped to fourth.

Elsewhere in the table, the two newcomers Brewin and Williams are bringing up the rear. We will have to wait to see if they can both turn round negative figures over the next three months. Mid-table saw Dresdner’s go up a place and Investec Henderson Crosthwaite up three to eighth.

As so often happens in the two growth leagues, an improvement in one is often replicated in the other. Investec Henderson has rounded off a strong summer overall by becoming the champion in both growth tables. Williams can also be happy with its showing and is steady at fourth in both.


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