Brewin Dolphin is the seventh largest charity investment manager in the UK,* looking after funds of £2.84bn on behalf of more than 1,800 UK charities. Our Charity Fund Management teams work from eight locations across the UK.
All our charity clients have their own investment management team and portfolio. We have no relationship managers and no in-house pooled funds, and can ensure that our clients are treated individually, with every investment decision guided by their specific objectives.
If you would like to find out more about the services we offer or discuss becoming a new client, please contact a member of our team.
*Annual Charity Finance Fund Management Survey, June 2014.
The value of investments and any income from them can fall and you may get back less than you invested
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