About us

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.

Company

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.

Offices

History

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.

Awards

The following awards have been won by Brewin Dolphin which demonstrate our ability to help clients create and preserve their wealth.

2014 Gold Standard Award for Discretionary Portfolio Management

2014 Gold Standard Award for Discretionary Portfolio Management

Citywire Best Balanced Portfolio Award 2014

Citywire Best Balanced Portfolio Award 2014

Citywire Best Cautious Portfolio Award 2014

Citywire Best Cautious Portfolio Award 2014

Citywire Best Overall Large Firm 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 (Managed Portfolio)

5 star Defaqto 2014 rating for DFM (Bespoke)

5 star Defaqto 2014 rating for DFM (Bespoke)

City of London Wealth Management Awards for Best Discretionary Service Award 2014

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 Cautious Portfolio Manager 2014 – Large Firm

Portfolio Adviser Platinum Award for Best Balanced 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 Overall Large Firm Award 2013

Citywire Best Cautious Portfolio Award 2013

Citywire Best Cautious Portfolio Award 2013

2014 iNOVA Honors Award - Financial Services - Corporate website

2014 iNOVA Honors Award - Financial Services - Corporate website

Events and sponsorship

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.

  • Chelsea Flower Show 2015

    We are delighted to announce, that for the fourth consecutive year, we will be sponsoring a Show Garden at the RHS Chelsea Flower Show.
  • Supporting the Suffolk Community Foundation

    The Ipswich team is delighted to have recently sponsored an Italian Art Evening held in support of the Suffolk Community Foundation (SCF).
  • Durham CC - Successful cricket match continues

    With the 2014 LV = County Championship well underway this season, Durham County Cricket Club is proud to be sporting the Brewin Dolphin logo on their four-day shirt for the fourth year running.

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We value your opinion

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.


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