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
Brewin Dolphin has been named as a prime candidate to join the wealth management M&A merry-go-round by broker Liberum Capital.
17 April 2015
•
Platforms
The potential sales of Transact and Seven Investment Management (7IM), as well as increased scrutiny from the regulator, have prompted advisers to start probing platforms on their exit strategies.
03 March 2015
•
2 min read
Investment
Hargreave Hale is to expand its reach with the opening of a new office in Norwich, led by two former Brewin Dolphin investment managers.
23 February 2015
•
Wealth Management
A 23% fall in commission income held back Brewin Dolphin in Q4 despite improving revenues from fee-based business, the wealth manager has said.
28 January 2015
•
Industry
Boutique wealth manager Dart Capital has acquired IFA Waterson Jones, adding £150m to its total asset base.
23 January 2015
•
Platforms
Zurich has expanded its platform offering to include a discretionary fund management service for the first time.
23 January 2015
•
Wealth Management
Former Brewin Dolphin head of research Matthew Butcher has joined forces with ex-Argonaut COO Edward James and former colleague Matthew Collis to launch a consultancy firm for wealth managers and fund groups.
22 January 2015
•
Industry
Brewin Dolphin's Angus Kerr, Lindsay Strachan and four colleagues are moving to Rathbones to set up a new Glasgow office for the wealth manager.
06 January 2015
•
