The value of investments and any income from them can fall and you may get back less than you invested.

Specialist investment management for charities in the Midlands


Brewin Dolphin has been managing charity portfolios for decades and this is a core business to which we are highly committed.

Brewin Dolphin’s Birmingham based Charity Team provides specialist charity investment management to charities across the Midlands, supported by a dedicated research team. We have no in house funds, tied arrangements and are not controlled by any other company.

  • Each charity client has their own discretionary portfolio – structured to reflect your specific policy requirements, be it a balanced investment objective or another specific strategy that you require
  • All aspects of the portfolio and relationship are managed by regulated and accessible charity investment specialists – the Birmingham based team is part of a UK wide team
  • It is not just about managing the money – we will assist you with your policy, provide professional investment advice, offer trustee training and work with you closely as you review your finances and budgets
  • We have a significant in-house research resource, covering a wide range of investment opportunities – we take these recommendations and tailor your portfolio to meet your specific needs for growth and income, all within your own risk tolerance
  • We have direct access to ethical screening software – this enables us to screen a wide range of ethical criteria (negative and positive) within each charity portfolio

For more information please visit charities or contact

Valued by our clients

With 32 offices across the UK, Channel Islands and Ireland we combine the best of local understanding with national scale and perspective.