Brewin Dolphin is a UK FTSE 250 leading provider of discretionary wealth management. With £41.5* billion in funds under management, it offers award-winning personalised wealth management services that meet the varied needs of over 80,000 account holders, including individuals, charities and pension funds.
We give clients security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on discretionary investment management has led to significant growth in client funds and we now manage £35.3* billion on a discretionary basis. The value of investments and any income from them can fall, and you may get back less than you invested.
In line with the premium we place on personal relationships, we've built a network of 29 offices across the UK, Jersey and Dublin, staffed by qualified investment managers and financial planners. We are committed to the most exacting standard of client service, with long-term thinking and absolute focus on our clients' needs at the core.
*as of 31 December 2017