Our services for advisers

Brewin Dolphin has two core services for financial advisers, with each having its own distinct characteristics. Our Discretionary Management Service is suited to clients who require bespoke investment management of their investments, while our Managed Portfolio Service is designed to provide discretionary fund management to clients via a range of model portfolios. Both services draw on the considerable resources and expertise of Brewin Dolphin’s award-winning research team and adopt a disciplined approach to portfolio management.

Adviser-centric relationships

We enable financial advisers to act in an ‘agent’ capacity for their clients, whereby you are our legal client, not the underlying client. This provides you with security because you retain full control of the client relationship while outsourcing the DFM workload. It also clearly defines the suitability responsibilities of each party.

To find out more about the services we offer or to discuss a new client, please contact a member of our team.