The Birmingham office was established in 1995, and many of the team have worked together for much longer. Strongly supportive of the Brewin Dolphin culture of bespoke portfolio management our experience and expertise, together with our commitment to the highest levels of client service, provide the foundations for a progressive approach to investment management.
We have dedicated teams who look after a full range of discretionary and advisory portfolio investment management accounts. Private clients, charities, trustees and pension funds are able to benefit from a broad range of investment and administrative services.
Investment management skills can be dovetailed with those of our specialist tax planning department, all of which helps to provide an enhanced investment service.