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.

Funds

Brewin Dolphin MISM funds shift to UK value overweight on vaccine bounce

Cyclical stocks positioned 'to do well'

11 May 2021 • 2 min read

People moves

'Well planned' retirement of Anderson may 'unsettle' some but industry backs Baillie Gifford

Growth sell-off coincidence rather than cause

19 March 2021 • 3 min read

Industry

H2 2020 results round-up: Brooks Macdonald reaches record FUM after 'robust' investment performance

Managers report activity during H2

11 March 2021 • 48 min read

Funds

Brewin Dolphin total funds surpass pre-Covid highs

MPS funds grew to £4.9bn

27 January 2021 • 1 min read

People moves

Guy Foster named Brewin Dolphin chief strategist

Davina Rich appointed head of research

22 January 2021 • 2 min read

Investment

Dividend cuts at Brewin Dolphin as growth slows in final quarter

Software costs more than double

25 November 2020 • 2 min read

People moves

A&J Wealth poaches investment director from Kingswood

Joining Matthew Butcher's team

12 November 2020 • 1 min read

People moves

Brewin Dolphin names new chair to replace Simon Miller

Toby Strauss to start new role next February

10 November 2020 • 1 min read

ESG

BMO GAM to bolster Brewin Dolphin engagement efforts

Partners with 'REO' service

12 October 2020 • 2 min read

Funds

Brewin cuts VAT from managed portfolios

All MPS models will have VAT removed from 1 October

30 September 2020 • 1 min read