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

Brewin Dolphin

Charities

Helping charities to achieve their financial goals has been a core part of Brewin Dolphin’s business for more than 65 years.

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.

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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.

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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. 

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Insights

We regularly produce a range of articles from Brewin Dolphin and other charity experts offering insights into charity investment, audit, legal and tax matters.

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Award-winning

We are delighted to have already won 20 awards in the last two years, voted for by peers, advisers and clients.