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
Former Standard Chartered chief operating officer for wholesale banking Kath Cates has joined the board of Brewin Dolphin as a non-executive director.
19 December 2014
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Investment
The plummeting oil price and tumbling ruble have shaken up investors at the end of 2014, but investors still have plenty to look forward to in 2015, according to Brewin Dolphin.
17 December 2014
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UK
Aberdeen Asset Management chief executive Martin Gilbert has met Google executives in a bid to better understand the technological challenges facing the fund industry, according to reports.
15 December 2014
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UK
A fresh flight to safety will ensure government bond yields break through "crazy" record lows again in 2015, Brandywine bond manager Regina Borromeo has said.
09 December 2014
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Wealth Management
Former executive chairman of Brewin Dolphin Jamie Matheson has been appointed chairman of Saracen Fund Managers.
08 December 2014
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UK
Brewin Dolphin has reported a 70% fall in full-year pre-tax profit as its technology project writedown and other restructuring costs weighed on the business.
03 December 2014
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Wealth Management
Specialist wealth managers are reaping the benefits of FATCA as US expats rush to get their affairs in order and find themselves turned away from some UK firms.
07 November 2014
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3 min read
Industry
Brewin Dolphin is seeking to expand its range of risk-profiling tools after feedback from advisers showed they want greater choice.
05 November 2014
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Investment
WH Ireland has appointed former Brewin Dolphin director Robert Race to head up wealth management in its Manchester office.
13 October 2014
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