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

    £100,000
  • Company type

    Investment Manager
  • Ownership

    Listed on stockmarket
  • Size of wealth manager

    Large
  • Size

    UK Wide
  • Founded

    1762

Brewin Dolphin Factfile

Established in 1762, Brewin Dolphin is one of the largest independently-owned private client wealth managers in the country with offices across the UK and the Channel Islands. The firm has been offering bespoke advice to private clients, pension funds and charities for generations and manage investments for more than 130,000 clients. Their focus is on working with clients and their advisers to provide investment advice that is as unique as each client’s needs. Brewin Dolphin are not part of any other financial organisation and search across the market to offer a wide-ranging service.

Contact person Investment manager
Fee structure Per trade, annual fee
Min. account size £250,000
Contact person Investment manager
Portfolio types Model, bespoke
Composition Fund, direct, tracker, mixture
In-house service
Pension advice
Tax efficient investments
How we charge Within account fee
Portfolio lending
Mortgages (residential)
Typical minimum mortgage
Other finance
Online dealing
Timezones UK
Margin accounts
Retail banking
Ethical investing
Philanthropy

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