Who we are

Brewin Dolphin was founded on the belief that the successful management of wealth takes an understanding of money but is rooted in an even deeper understanding of people. Individual and personal service is central to everything that we do.

Personal

‘Investing in the relationship’ may sound an old-fashioned approach to business, but for us it has never gone out of fashion. There are no shortcuts, and even with today’s technological advantages, we believe that the best way to understand your needs is to invest time with you. After all, it is only by understanding you properly that we can create and execute a strategy that will truly achieve your goals.

The trust our clients have shown us over successive generations has made us create one of the largest independently owned wealth managers in the UK, now with over £32 billion of client funds under management.

As at September 2015

Independent minds

We remain an independently owned firm, listed on the London FTSE 250, bound to no corporate group.

We have our own substantial award-winning independent research team, who undertake their own research across markets, asset classes and individual companies. They develop their own unconstrained views and insights, which our client advisers draw upon to best manage your wealth.

We have also made a very deliberate choice to have no in-house funds or products, giving our client advisers full independence in how they craft personal advice and investment strategies for their clients – never hostage to a specific solution.

We believe that only with an approach like ours can wealth management advice be truly bespoke to you.

Enhanced over time

Our personal approach to investment has stood the test of time. Managing the wealth of over 100,000 clients requires the kind of expertise gained only through experience – something we have been building since 1762.

Our long history has helped us develop a long-term outlook. It has given us a sense of perspective that has served our clients well as we have navigated the rises and turns of the markets for them. Forged through over two centuries of financial crises, we have a composure that remains ever relevant in today’s times of uncertainty.

A large number of our clients and their families have been with us for generations and many of our investment managers and other team members have a long-standing association with the firm. Both contribute to the sense of continuity that our clients profit from and enjoy.

  • 1698

    Stock dealers are expelled from the Royal Exchange for rowdiness and start to operate in Jonathan’s Coffee House in Change Alley.

  • 1762

    John Dawes is among the stockbrokers who form a club at Jonathan’s in what is the beginning of the London Stock Exchange. His business will eventually become Brewin Dolphin.

  • 1820

    Jonathan Christie takes part in a duel on behalf of John Lockhart, biographer of Sir Walter Scott. His opponent is killed despite his attempts to save the man’s life. His son, Alexander, will later found Christie & Brewin in 1865.

  • 1844

    William Bell begins operating as a stockbroker in Edinburgh. His firm eventually becomes Bell Lawrie White and joins Brewin Dolphin in 1993.

  • 1903

    Frederick Wise and Herbert Speke begin their partnership in Newcastle. Characters at the firm soon include the son of Lord Ravensworth, who comes to work in a carriage. Brewin Dolphin eventually buys the company in 1998.

  • 1974

    Algernon Wontner and Thomas Renwick started their firm at the end of the 19th century. It is acquired by Brewin & Co in 1974 to become Brewin Dolphin.

  • 1980

    In the year that the pre-decimal sixpence is withdrawn from circulation, Brewin Dolphin gets its first fully computerised system, paving the way for things to come.

  • 1994

    Brewin Dolphin floats on the London Stock Exchange.

  • 1998

    The acquisition of Newcastle-based Wise Speke brings with it a research capability. It forms the basis of today’s 20-strong department, which daily puts investment opportunities under the microscope.

  • 2012

    A landmark year which saw Brewin Dolphin celebrate 250 years in business. There is an unbroken line from today’s firm to John Dawes, who set himself up as a stockbroker in 1762.

Awards

Our clients are the ultimate judges of our success. And we believe the longevity of our relationships through generations is testament to our service.

We also are proud of the recognition given to us by industry bodies for our research and the quality of service we provide to our clients.

4 star Defaqto 2016 rating for DFM (Bespoke)

4 star Defaqto 2016 rating for DFM (Bespoke)

5 star Defaqto 2016 rating for DFM (Managed Portfolio)

5 star Defaqto 2016 rating for DFM (Managed Portfolio)

City of London Wealth Management Awards for Best Discretionary Service Award 2015

City of London Wealth Management Awards for Best Discretionary Service Award 2015

Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015 – Large Firm

Portfolio Adviser Gold Award for Best Cautious Portfolio Manager 2015 – Large Firm

2014 Gold Standard Award for Discretionary Portfolio Management

2014 Gold Standard Award for Discretionary Portfolio Management

Citywire Best Balanced Portfolio Award 2014

Citywire Best Balanced Portfolio Award 2014

Citywire Best Cautious Portfolio Award 2014

Citywire Best Cautious Portfolio Award 2014

Citywire Best Overall Large Firm Award 2014

Citywire Best Overall Large Firm Award 2014

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

How can we help?

020 3201 3900

01224 267 900

Graeme Bowden

07880 087347

graeme.bowden@brewin.co.uk

020 3201 3363

020 3201 3483

028 9044 6000

Stephen Cartwright

02890 446004

Stephen.Cartwright@brewin.co.uk

020 3201 3363

020 3201 3483

0121 710 3500

Paul Cox

07768 164067

paul.cox@brewin.co.uk

020 3201 3363

020 3201 3483

01202 312 500

Andy Wheeler

07771 724625

A.Wheeler@brewin.co.uk

020 3201 3363

020 3201 3483

0117 968 9500

Jason Williams

07766 725268

jason.williams@brewin.co.uk

020 3201 3363

020 3201 3483

07900 748186

Ross Slater

07920 590425

ross.slater@brewin.co.uk

020 3201 3363

020 3201 3483

029 2034 0100

James Gadd

07833 048452

james.gadd@brewin.co.uk

020 3201 3363

020 3201 3483

01242 577 677

Jason Williams

07766 725268

jason.williams@brewin.co.uk

020 3201 3363

020 3201 3483

+353 (0)1 260 0083

Suzanne Cashin

00353 1 2682837

Suzanne.Cashin@TilmanBrewin.ie

020 3201 3363

020 3201 3483

01382 317 200

Graeme Bowden

07880 087347

graeme.bowden@brewin.co.uk

020 3201 3363

020 3201 3483

01473 267200

Ross Slater

07920 590425

ross.slater@brewin.co.uk

020 3201 3363

020 3201 3483

0115 852 5580

0115 852 5580

020 3201 3363

020 3201 3483

0131 225 2566

Graeme Bowden

07880 087347

graeme.bowden@brewin.co.uk

020 3201 3363

020 3201 3483

01392 440 450

Philip Thitchener

07920 190683

philip.thitchener@brewin.co.uk

020 3201 3363

020 3201 3483

0141 221 7733

Maxine Anderson

07901 977929

maxine.anderson@brewin.co.uk

020 3201 3363

020 3201 3483

01534 703 000

Antony Champion

07557 480075

antony.champion@brewin.co.uk

020 3201 3363

020 3201 3483

0113 245 9341

Owen Woolfitt

07920 801390

owen.woolfitt@brewin.co.uk

020 3201 3363

020 3201 3483

0116 242 0700

Paul Jackson

07500 797776

paul.jackson@brewin.co.uk

020 3201 3363

020 3201 3483

01522 503 000

Paul Jackson

07500 797776

paul.jackson@brewin.co.uk

020 3201 3363

020 3201 3483

020 3201 3900

London Sales Support

0203 201 3363

londonsalessupport@brewin.co.uk

020 3201 3363

020 3201 3483

0161 839 4222

David Ryan

07795 665861

david.ryan@brewin.co.uk

020 3201 3363

020 3201 3483

01672 519 600

Susan Hazelwood

07920 496265

susan.hazelwood@brewin.co.uk

020 3201 3363

020 3201 3483

0191 279 7300

Lucie Gordon

0191 279 7325

lucie.gordon@brewin.co.uk

020 3201 3363

020 3201 3483

0115 852 5580

Paul Jackson

07500 797776

paul.jackson@brewin.co.uk

020 3201 3363

020 3201 3483

01865 255 750

Susan Hazelwood

07920 496265

susan.hazelwood@brewin.co.uk

020 3201 3363

020 3201 3483

01768 861 710

Lucie Gordon

07467 339228

lucie.gordon@brewin.co.uk

020 3201 3363

020 3201 3483

01752 334 650

Philip Thitchener

07920 190683

philip.thitchener@brewin.co.uk

020 3201 3363

020 3201 3483

01737 223 722

Andy Wheeler

07771 724625

A.Wheeler@brewin.co.uk

020 3201 3363

020 3201 3483

01743 399 000

Brian Boyd

07825 732007

brian.boyd@brewin.co.uk

020 3201 3363

020 3201 3483

020 3201 3363

020 3201 3483

020 3201 3363

020 3201 3483

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