Brewin Dolphin

Services Provided

  • Discretionary


  • 9 UK Locations


  • Wealth Manager, Investment Manager
  • Founded 1762

Pooled Accounts

  • Not offered

Segregated Accounts

  • Minimum Account £1M
  • Assets Under Management £3.7B
  • Number Of Clients 1793

About Brewin Dolphin

We are a top 10 charity manager, with a charity team comprising of over 40 charity specialists across eight 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.

Latest Articles

Behavioural Finance


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.