About us

Brewin Dolphin is one of the UK’s leading providers of personalised, discretionary wealth management services, offering investment management and financial planning services to meet the needs of investors and intermediaries.

With origins dating back to the mid-18th century, we have a wealth of experience dealing with the ups and downs of investment markets – and helping money work harder for our clients.

Company

Our success is founded on our long track record of helping private clients, trusts, charities and pension funds to create and preserve wealth. Our rich heritage goes back two and a half centuries, to one of the founding firms of the London Stock Exchange.

Brewin Dolphin is authorised and regulated by the Financial Conduct Authority (FCA) and has a Premium Listing on the London Stock Exchange – this is the most stringent form of listing available in terms of financial, governance and regulatory requirements. The Group is a member of the Wealth Management Association and broking firm trade associations.

Offices

History

Our personal approach to investment has stood the test of time. Managing money for more than 100,000 clients requires the kind of expertise you only gain through considerable experience – and we have been building that experience since 1762.

Whatever the financial climate, we have proved to be a stable, trustworthy adviser. A large number of our clients and their families have been with us for generations, which is a testament to the high quality of service we provide. Many of our investment managers and other team members have a long-standing association with the firm, which contributes to the reassuring sense of continuity that our clients enjoy.

Awards

The following awards have been won by Brewin Dolphin which demonstrate our ability to help clients create and preserve their wealth.

5 star Defaqto 2014 rating for DFM (Managed Portfolio)

5 star Defaqto 2014 rating for DFM (Managed Portfolio)

5 star Defaqto 2014 rating for DFM (Bespoke)

5 star Defaqto 2014 rating for DFM (Bespoke)

City of London Wealth Management Awards for Best Discretionary Service Award 2014

City of London Wealth Management Awards for Best Discretionary Service Award 2014

Portfolio Adviser Platinum Award for Best Cautious Portfolio Manager 2014 – Large Firm

Portfolio Adviser Platinum Award for Best Cautious Portfolio Manager 2014 – Large Firm

Portfolio Adviser Platinum Award for Best Balanced Portfolio Manager 2014 – Large Firm

Portfolio Adviser Platinum Award for Best Balanced Portfolio Manager 2014 – Large Firm

Citywire Shortlisted for Best Overall Large Firm Award 2013

Citywire Shortlisted for Best Overall Large Firm Award 2013

Citywire Best Cautious Portfolio Award 2013

Citywire Best Cautious Portfolio Award 2013

Events and sponsorship

Brewin Dolphin supports a huge number of events, from gardens at the Chelsea Flower Show to the Brewin Dolphin Scottish Schools Cup. Sometimes we seek to raise money for charity through support for fundraising efforts such as Sir Ranulph Fiennes’ successful attempt on Mount Everest. On other occasions we simply want to foster a sense of community with support for events such as the Marlborough Jazz Festival. All of our efforts are driven by a desire to give something back to the communities that have welcomed Brewin Dolphin and helped to make the company a success.

  • Cheltenham Cricket Festival 2014

    The Brewin Dolphin Cheltenham Cricket Festival takes place in the historic grounds of Cheltenham College and runs from Monday 14th July to Sunday 27th July.
  • Marlborough Jazz Festival

    Brewin Dolphin is proud to be the lead sponsor of the Marlborough Jazz Festival for another year, which will be the tenth year the Marlborough office has been involved with the Festival.
  • Great Yorkshire Show

    We are delighted to be exhibiting once again at the Great Yorkshire Show, the UK's premier agricultural Show
  • Chelsea Flower Show 2014

    Everything you need to know about the 2014 RHS Chelsea Flower Show and our garden designed by Matthew Childs.
  • Sculpture at Doddington Hall & Gardens

    Brewin Dolphin is delighted to sponsor Sculpture at Doddington Hall & Gardens. This August the Gardens of Doddington Hall are the setting for a stunning sculpture exhibition of over 300 works from over 70 national and international sculptors.
  • Brewin Dolphin Commodores' Cup

    Sponsored by Brewin Dolphin since 2012, the regatta has a reputation for competitive offshore and inshore racing and attracts teams from around the world.
Your collection

Your collection

Not sure where to start?
Click the '+' icon to save the things that you are interested in to your own collection

  • Add to Collection Icon

    1. Add content to your brochure by clicking on the icon

  • Brochure Icon

    2. Content in your brochure is saved for later reading

You have no items in your collection