Why Brewin Dolphin
Today, we are putting a wealth of accumulated experience to work for many thousands of clients, including retail clients, charities and pension funds. We are one of the largest independent private client investment managers in the UK and look after over £21 billion in investments from offices throughout the UK and Channel Islands.
We are not tied to fund managers, banks or insurance companies and are able to deliver unbiased investment advice.
With a network of 40 offices throughout the UK , we are able to provide a top-class investment service that is supported by a wealth of local knowledge and experience.
We provide our investment managers with a framework of support and research. This follows an investment philosophy that provides consistency and flexibility to suit different market conditions. Our investment managers use this framework to create bespoke portfolios which satisfy the individual financial requirements of each client.
We are committed to providing a highly personal service. All your clients will have an appointed dedicated investment manager, who remains the key point of contact throughout the relationship. Regular reviews enable us to keep abreast of any changes in clients’ circumstances and ensure they always have a clear idea of how their money is being managed.
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