Brewin Dolphin
Investment portfolio management
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.
Wealth Management
UK wealth management firms would see more benefit from an interest rate rise than any other companies in the financial sector, according to research from Liberum Capital.
25 June 2015
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2 min read
Wealth Management
Brooks Macdonald has appointed Brewin Dolphin divisional director Ghislaine Perry as head of group marketing.
18 June 2015
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Wealth Management
Three former Brewin Dolphin directors have joined forces to launch their own investment management firm, Brighton Capital Management.
12 June 2015
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Wealth Management
Brewin Dolphin shares have dropped 10% after the firm's interim results revealed fresh pressure on margins.
27 May 2015
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Equities
Fidelity's Alex Wright has boosted exposure to banks as consolidation in the wealth management sector sees opportunities to invest there dry up.
26 May 2015
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2 min read
Wealth Management
Brewin Dolphin's sale of execution-only platform Stocktrade to Alliance Trust has been tipped to prompt a further turnaround in investors' view of the wealth manager.
14 May 2015
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Wealth Management
Alliance Trust Savings (ATS) has agreed to acquire Brewin Dolphin's execution-only Stocktrade business in a bid to accelerate its growth.
14 May 2015
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Economics
Lloyds Banking Group has boosted the FTSE 100 this morning but politically-sensitive sectors have begun to feel the bite of election season.
01 May 2015
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1 min read
Wealth Management
Pensions reforms, underserved areas of the market, and economies of scale are driving more investment managers to broaden the type of wealth management service they offer clients.
28 April 2015
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2 min read
Wealth Management
The start of 2015 has proved to be a busy few months for the wealth management space as firms make acquisitions, hires and expansion plans. Investment Week rounds up the stories you may have missed.
19 April 2015
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