Brewin Dolphin at a glance

Financial Stability and Key Facts

  • One of the largest independently owned private client wealth managers in the UK
  • Total Funds Under Management £36.4* billion
  • Discretionary Wealth Management Service FUM £28.9* billion
  • Over 100,000 private clients, charities and pension funds

Heritage and integrity of private client business

  • Resilient and proven business model providing personal financial advice
  • A long history traced over 250 years and a long term outlook
  • Our clients trust us and we inspire their loyalty and enjoy strong retention levels over generations
  • Champion of private investors’ interests –we campaign for a level playing field with institutions wherever possible

Private Clients, Charities and Pension Funds

  • Individual and personal service is central to everything we do
  • Clients trust our judgement particularly in times of uncertainty
  • Our clients invest for the long term
  • Clients’ portfolios are designed to suit their individual requirements and all our investment managers are qualified to make investment decisions at a local level
  • Brewin Dolphin has no in-house funds or products - no conflicts of interest

Staff and Offices

  • 28 offices throughout the UK, Eire and the Channel Islands
  • Over 400 fully qualified investment managers and financial planners
  • Tilman Brewin Dolphin Limited in Dublin

 *as of 31 December 2016