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.
The value of investments can fall and you may get back less than you invested.
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.
Brewin Dolphin has more than 30 offices throughout the UK and the Channel Islands. To find the one nearest to you, choose from the menu. Click on the relevant office for contact details, directions, services and news.
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.
Stock dealers are expelled from the Royal Exchange for rowdiness and start to operate in Jonathan’s Coffee House in Change Alley.
John Dawes is among the stockbrokers who form a club at Jonathan’s in what is the beginning of the London Stock Exchange. His business will eventually become Brewin Dolphin.
Jonathan Christie takes part in a duel on behalf of John Lockhart, biographer of Sir Walter Scott. His opponent is killed despite his attempts to save the man’s life. His son, Alexander, will later found Christie & Brewin in 1865.
William Bell begins operating as a stockbroker in Edinburgh. His firm eventually becomes Bell Lawrie White and joins Brewin Dolphin in 1993.
Frederick Wise and Herbert Speke begin their partnership in Newcastle. Characters at the firm soon include the son of Lord Ravensworth, who comes to work in a carriage. Brewin Dolphin eventually buys the company in 1998.
Algernon Wontner and Thomas Renwick started their firm at the end of the 19th century. It is acquired by Brewin & Co in 1974 to become Brewin Dolphin.
In the year that the pre-decimal sixpence is withdrawn from circulation, Brewin Dolphin gets its first fully computerised system, paving the way for things to come.
Brewin Dolphin floats on the London Stock Exchange.
The acquisition of Newcastle-based Wise Speke brings with it a research capability. It forms the basis of today’s 20-strong department, which daily puts investment opportunities under the microscope.
A landmark year which saw Brewin Dolphin celebrate 250 years in business. There is an unbroken line from today’s firm to John Dawes, who set himself up as a stockbroker in 1762.
The following awards have been won by Brewin Dolphin which demonstrate our ability to help clients create and preserve their wealth.
City of London Wealth Management Awards for Best Discretionary Service Award 2015
Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015 – Large Firm
2014 Gold Standard Award for Discretionary Portfolio Management
Citywire Best Balanced Portfolio Award 2014
Citywire Best Cautious Portfolio Award 2014
Citywire Best Overall Large Firm Award 2014
5 star Defaqto 2014 rating for DFM (Managed Portfolio)
5 star Defaqto 2014 rating for DFM (Bespoke)
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 Balanced Portfolio Manager 2014 – Large Firm
Citywire Best Overall Large Firm Award 2013
Citywire Best Cautious Portfolio Award 2013
2014 iNOVA Honors Award - Financial Services - Corporate website
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.
We are always looking for ways to improve our service, so if there is something you think we could do better, or that you think we are doing really well, we would love to hear from you.
The only thing we ask is that you do not include any personal information, like account numbers, in your email. If your matter is urgent, needing our personal attention, please contact your local office.
You may be contacted to follow up on your comments but we don't keep any personal information, so you won't be contacted for marketing purposes and we will not share your personal information with anyone outside of the company.
If you wish to complain about any aspect of our service, we will do what we can to not only meet, but exceed your expectations of a swift and thorough resolution. More details of our complaints procedure can be found here