Brewin Dolphin is a large UK investment management and financial planning firm, with 39 offices throughout the UK and Channel Islands. It offers personalised wealth management services to meet the needs of individuals, charities and pension funds.
The company is listed on the London Stock Exchange and also has a wholly owned subsidiary Tilman Brewin Dolphin, which is based in Dublin.
Brewin Dolphin has £42.3bn of funds under management (as of 30 June 2018). It recently reported record quarterly profits of £84.2m (up to 30 June 2018) and recently opened a new office in London's West End.
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Hiring two investment managers
The wealth management space has shown no signs of slowing down despite the quiet summer season. Here Investment Week chronicles the biggest events of the third quarter of 2015 from acquisitions to robo-advice.
Brewin Dolphin is rebranding its Managed Funds Service (MFS) and plans to expand the range of portfolios on offer, making them available on more platforms in the future.
Brewin Dolphin saw its funds under management fall in the last quarter after a difficult period for risk assets.
The second quarter of 2015 proved to be as eventful as the first for the wealth management space, as M&A, bid rumours and restructurings continued to take the headlines.
J.O. Hambro Capital Management's Clive Beagles has opened new positions in wealth managers and increased exposure to certain banks in his £2.9bn UK Equity Income fund.