The value of investments and any income from them can fall and you may get back less than you invested.
The Brewin Dolphin values - genuine, expert and ambitious - are at the heart of everything we do, and are characteristics which our people have demonstrated throughout our 250 year history. These values define how we behave, the way we deliver our services and client experience, and the way we work to fulfil our vision of being the leading wealth manager in the UK.
We believe that high-quality, personalised advice is best provided by people with a genuine interest in the needs of others. Our clients and employees are all valued as individuals, listened to and understood.
We are experienced professionals helping to grow and manage wealth for our clients. We share our knowledge and blend our expertise internally so that we can translate our insight into action.
We believe in making more of life's opportunities. We want to see our clients and our company thrive so we challenge ourselves to be at our best, and embrace change to drive future improvements.
Diversity & Inclusion
We have an inclusive culture which encourages diverse thinking and enables everyone to thrive. To support this, we have an internal D&I Committee to promote diversity and inclusion across the organisation. We are members of the Business Disability Forum, the 30% Club and we have our own Women@Brewin network.
Brewin Dolphin is proud to be an equal opportunity employer. We are committed to recruiting and maintaining a diverse workforce irrespective of race, religion, age, gender, sexual orientation or disability.
Women in Finance Charter
- We are delighted to have signed the Charter and to have reached our initial target of 33% of our senior management being made up of female colleagues. As part of our annual review we set a new target to reach 35% female representation by the end of 2021 and as of the 1st September 2019, we are already at 34.6%.
- As well as working towards this target, our ongoing aim is to achieve greater levels of gender diversity across all levels of our business.
- David Nicol, CEO is our Accountable Executive sponsoring our strategy to increase gender diversity in all areas of the organisation.
From our CEO
“When we signed up to the Charter in September 2018 we had 33% female representation. As at our annual review date of 1 September 2019 we have 34.6% female representation in senior management. We believe we are on track to meet our Charter target by our deadline.
We have been working to create a truly inclusive culture. This has included a focus on increasing gender balance at senior levels and importantly, has also created conversation about the pipeline. I want to ensure that this focus is mirrored across all levels of our organisation.
One of our big successes has been our Women@Brewin network. We hold roundtable discussions where colleagues have been asked to share their views on career progression and how we can better enable them as an organisation. It’s important that we create an inclusive culture where employees can provide us with honest feedback. These small group discussions have provided the opportunity for male and female colleagues to have deeper conversations and encouraged the continued sharing of ideas. As a result of these conversations and our annual employee engagement survey we have made a number of changes. These include enhancing shared parental leave and pay so all employees have the same entitlement regardless of gender. We’ve introduced gender balance to our wealth management promotions panel and created an online careers hub providing guidance and self-assessment tools. We’re also introducing coaching to employees taking leave to have a child, both before they go on leave and when they return.
No single initiative will make the difference that’s needed. We will continue to listen to our employees and put measures in place that will create a level playing field for everyone, so that those who want to progress in their career can do so without barriers or bias.”
Your future, your say
Employee opinions and feedback are important to us. We run regular employee surveys and our results are consistently positive, however we aren’t complacent. Each year, we act upon our employee feedback to make Brewin Dolphin an even better place to work. We also encourage employees to build informal networks, share ideas laterally across the organisation and contribute their ideas throughout the year.
Brewin Dolphin People Awards
The Brewin Dolphin People Awards recognise employees who exemplify the company’s values and go the extra mile, as nominated by their colleagues. The People Awards also celebrate the loyalty that many of our people show to Brewin Dolphin through their long service. The celebration of the winners and their achievements is important to us and employees tell us it is a great way to recognise the extra contributions our people make to the organisation.