Directory of UK Wealth Managers

Find independent information about investment managers and private banks in the UK

Directory of UK Wealth Managers​

Find independent information about investment managers and private banks in the UK

List of Companies

Brewin Dolphin – 1762

  • Min. account size

    £5,000,000
  • Company type

    Investment Manager
  • Ownership

    Listed
  • Size of wealth manager

    National
  • Size

    UK Wide
  • Founded

    1762

Key person:

Keith Sheehan

Wealth Director

Brewin Dolphin – 1762 Factfile

1762 from Brewin Dolphin is a wealth advisory service centred around a fundamental idea – that no two clients are the same. Which is why we begin with you, whatever your circumstances, whatever you need. We come to the table with no pre-prepared plans nor pre-determined outcomes. It’s only once we’ve learned as much as we can about you and your goals, that we’ll begin to think about what we can help you achieve. The service was launched in 2018 by Brewin Dolphin, one of the UK’s leading wealth managers. The business manages £44bn of client assets and has 32 offices across the United Kingdom, Channel Islands and Republic of Ireland. The value of investments and any income from them can fall and you may get back less than you invested.

Portfolio types Mixed portfolios
Composition Equities, ETFs, Funds, Bonds, bonds, structured products, hedge funds, Private Equity, Derivatives
Min. account size £500,000
Contact Investment Manager / Relationship Manager
In-house service
Inheritance Planning
Pension
Tax-efficient investments
How we charge Charge by hour / Flat fee per service

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