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

Brewin Dolphin

How we can help

With Brewin Dolphin, your investment manager is also your relationship manager. You can speak to our specialist charity teams in ten Brewin Dolphin offices across the UK and Ireland – plus we offer a range of charity investment and trustee training seminars around the country.

How charities benefit

We structure discretionary portfolios to reflect each organisation’s specific requirements. We will assess and consider your risk tolerance, specific income needs and ethical criteria to build the portfolio that is right for your organisation. And it is not just about managing the money - we also provide investment advice and will help you craft your Investment Policy Statement.

A leading UK wealth manager

We look after almost £45bn of client money.