Research and opinion
When putting together portfolios for clients, our investment managers are guided by our clear and consistent investment process and top-class investment research. Brewin Dolphin has a dedicated in-house research team - its key objective is to source credible investment ideas which ultimately serve the ever-changing needs of our clients.
The universe of investment opportunities is complex and constantly evolving. To ensure we remain at the forefront of all developments, our research specialists provide objective analysis on UK equities (company shares), investment funds, fixed income securities (for example, government and company bonds) and alternative investments (for example, hedge funds). We are free to search across a wide range of the market to find suitable investment opportunities.
Further information on the work of the Research department can be found by using the links on the left hand side of this page.
Award-winning streak continues for research driven Managed Funds Service
We are thrilled to win the top 'platinum' award for both our Cautious and our Balanced Portfolios – in the large portfolio category – at the Portfolio Adviser Wealth Management Awards 2014. This prize is in addition to the Citywire Best Cautious Portfolio award we picked up last year for our Managed Funds Service.
These awards highlight our Research Department’s fund selection skills and recognise the strong relationships we have with our intermediary partners and the trust they place in us to add value to their business and their clients – attributes that have helped us considerably grow the service recently through new relationships with platforms and excellent existing relationships.