The value of investments and any income from them can fall and you may get back less than you invested.
How we can help
Brewin Dolphin is the sixth largest charity investment manager in the UK with eight specialist teams managing over £3 billion* for more than 1,700 charities, helping them to fulfil their obligations to a wide range of beneficiaries.
Reporting and administration
You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.
Meet the team
Your charity’s situation is unique; the members of Brewin Dolphin’s charity team understand that. Between them, they have many decades of experience working for charities with a wide range of mandates and understand the specific challenges and opportunities faced by the sector.
We are delighted to have already won 20 awards in the last two years, voted for by peers, advisers and clients.