Who we are
Established in 1762, we are one of the country’s leading providers of personalised wealth management services, looking after £36 billion in funds from offices throughout the UK and Channel Islands. We specialise in providing bespoke investment management to private individuals, trusts, charities, pension funds and small institutions.
Our clients rely on us to protect and grow their wealth – they value our ability to give them peace of mind and intelligently manage their long-term financial aspirations. We take pride in developing meaningful partnerships with our clients and their advisers, giving them individual attention and combining integrity with the inventiveness of modern money management.
Brewin Dolphin has built a solid presence in the Channel Islands, providing offshore solutions to private clients and their advisers since 1972.
Brewin Dolphin Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number: 124444). Brewin Dolphin Limited is a subsidiary of Brewin Dolphin Holdings PLC, which is a member of the London Stock Exchange. Brewin Dolphin is regulated by the Jersey Financial Services Commission for the conduct of investment business in Jersey.
What we do
We describe our investment approach as both controlled and bespoke to ensure that portfolios are managed consistently within a robust investment framework. This helps us control the level of risk and ensures that portfolios are managed according to clients’ individual expectations.
Financial markets are inherently dynamic and rarely remain constant for any length of time. Therefore, it is very important that we retain flexibility to adjust portfolios to best take advantage of the market environment at any given point. To cater for prevailing market conditions, the investment framework requires ‘tactical’ asset allocations to be set regularly, around which we operate. These decisions are made by our Asset Allocation Committee which meets monthly (or more frequently if required) and is comprised of specialists drawn from across Brewin Dolphin including experienced investment managers as well as economists and analysts from our Research Team.
Our extensive and award-winning research resources support our investment managers in selecting the most suitable investments for client portfolios. The breadth and depth of our research coverage enables us to search across the market and to give clients the reassurance that we are making fully informed decisions on their behalf.
The value of investments can fall and you may get back less than you invested. Brewin Dolphin Holdings PLC and its subsidiaries (including Brewin Dolphin Limited), as well as their directors, representatives and employees, accept no liability for any direct or consequential loss arising from the use of this document or its contents.