Our charity fund management teams work from seven centres of excellence across the UK, delivering a service that is shaped by the needs of today’s charitable Trustees.
Brewin Dolphin represents a substantial presence in the charity fund management industry, looking after funds of £2.5bn on behalf of more than 1900 UK charities. The Annual Charity Finance Fund Management Survey* ranks Brewin Dolphin as 8th largest charity investment manager in the UK.
Funds managed by our team can range in size from a few hundred thousand pounds to over £50 million. We have no in-house pooled funds, and as such we can ensure our clients are treated individually; with every investment decision guided by that charity's specific objectives.
If you would like to find out more about the services we offer or discuss a new client, please contact a member of our team.
(* Survey carried out each year by Charity Finance Magazine, with data as at 30 June 2013).