Brewin Dolphin

Services Provided

  • Discretionary

Location

  • 8 UK Locations

Investment

  • Wealth Manager, Investment Manager
  • Founded 1762

Pooled Accounts

  • Not offered

Segregated Accounts

  • Minimum Account £1M
  • Assets Under Management £3.4B
  • Number Of Clients 1700

About Brewin Dolphin

We are a top 10 charity manager, with a charity team comprising of over 40 charity specialists across nine locations. We have been providing bespoke services to charities, private clients, pension funds and trusts for generations and focus on working with clients to provide solutions in relation to their needs.

Upcoming Events

Scotland Charity Conference

06.11.2019 09:30 - 13:00

North West Charity Seminar

05.11.2019 09:30 - 14:00

South West Charity Seminar

09.10.2019 09:00 - 12:30

Our Philosophy

Our investment philosophy is that actively managed investment in real assets, with a bias towards attractively valued growth markets, sectors and companies will produce the required returns for our clients. A focus on valuation, momentum and news flow are applied at each stage of the investment process - asset allocation, sector strategy and stock selection - to each client’s portfolio to achieve their aims within their individual risk parameters. The emphasis placed on each factor varies at each stage of the economic and business cycle.