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. So before we invest your money, we’ll first invest in our relationship with you.
OUR RELATIONSHIP WITH YOU
Whoever you are, we take the time to get to know you; to understand what makes you tick. That means developing a personal understanding and an enduring connection. Only by building a strong relationship with you can we have the honest, personal conversations that will enable us to create the plans that will achieve your goals. We want to offer you the confidence that comes from a better understanding of your financial situation and the options available to you. Free from financial distractions, you can devote more time to what you really enjoy doing.
WHAT WE CAN DO FOR YOU
We have the technical skills to make the most of opportunities to protect and grow your wealth. But more than that, our ability to build strong relationships means we can create the bespoke financial plans and investment portfolios that will meet your unique ambitions and deliver peace of mind that your interests are in the right hands. We have 30 offices across Britain and Ireland to bring us closer to you and enable us to combine the best of local understanding with national scale and perspective.
We are an independently-owned firm, listed on the London FTSE 250, bound to no corporate group. We have an award-winning research team, who undertake research across markets, asset classes and individual companies. They develop unconstrained views and insights for our advisers to draw upon so they can best manage your wealth.
ENHANCED OVER TIME
Our personal approach to investment has stood the test of time. We have managed the interests of clients who have had wealth for generations, and those who are the first in their family to need a wealth manager. Being able to forge strong relationships with people, whatever their story, 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. Having witnessed financial crises over two centuries, we have a composure that remains ever relevant in today’s times of uncertainty.
Brewin Dolphin's Badges
0 / 2 Badges Achieved
Members who have attended workshops on inclusion in the workplace and improving workplace mental health gain the inclusivity badge. To learn more about becoming a member of the Made in Group inclusivity campaign visit www.madeequal.com
Members who have the passport badge have enhanced membership that includes the option to attend all national events. To enquire about becoming a passport member email [email protected]
Services Brewin Dolphin Provide
Brewin Dolphin has two core services for financial advisers, a Discretionary Fund Management (DFM) service and our Managed Portfolio Service (MPS).
DISCRETIONARY FUND MANAGEMENT
Our bespoke discretionary service offers a solution tailored to your clients’ unique priorities. You and your clients benefit from the services of a dedicated investment manager. Everything is focused on you and your clients' goals.
MANAGED PORTFOLIO SERVICE
Designed exclusively for the IFA marketplace, our solution for clients for whom a bespoke service may not be necessary or cost effective. MPS offers access to the best fund managers selected by our award-winning research team.
Brewin Dolphin's Made Interview
- October 2018
The Brewin Dolphin Team
Meet the team
Divisional Director-Chartered Wealth Director
Divisional Director-Chartered Wealth Manager
Divisional Director-Financial Planning
Divisional Director-Investment Management Division
9 Colmore Row, Birmingham, B3 2BJ
Tel: 0121 710 3500