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

  • Min. account size

    £500
  • Company type

    Investment Manager
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    UK Wide
  • Founded

    1762

Key person:

Andrew Wheeler

Head of Business Development

Brewin Dolphin Factfile

Established in 1762, Brewin Dolphin has advised individuals and families with of the management of their wealth for over 250 years. With an office network that covers the length and breadth of the UK, and with offices in Dublin and Jersey, we are able to offer a broad spectrum of private client advisory and discretionary services on a local and national basis. Brewin Dolphin manages in excess of £51bn* in client assets, retains over £180m* of cash reserves on its balance sheet and is a constituent member of the UK FTSE 250. The firm ranks in the top 10 of UK wealth managers (by AuM).

We aim to give clients a strong sense of security and wellbeing by helping them to protect and grow their wealth, in order to enrich their lives by achieving their goals and aspirations. Our services range from bespoke, discretionary investment management to retirement planning and tax-efficient investing. Our focus on individual wealth planning, combined with award-winning discretionary investment management services has led to significant growth in client funds in recent years.

In line with the premium we place on personal relationships, we have built a network of 34 offices staffed by qualified over 300 investment professionals and more than 100 qualified financial planners. We are committed to the most exacting standards of client service, with long-term thinking and absolute focus on our clients' needs at the core.

*as at 31st December 2020

Portfolio types Mixed portfolios, Sustainable / ethical portfolios
Composition Equities, ETFs, Funds, Bonds, bonds, structured products, hedge funds, Private Equity, Derivatives
Min. account size £250,000
Contact person Investment manager/Relationship manager
In-house service
Retirement Planning
Trusts
Offshore Structures
Financial Planning
Wills
How we charge Included in account fee

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