Brewin Dolphin Holdings Ltd - Company Profile
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Brewin Dolphin Holdings Ltd (Brewin Dolphin) is a provider of discretionary wealth management services. It provides investment management, financial planning, execution-only, and advisory services. The company's investment management category offers portfolio management and advisory services. Financial planning includes investment advisory, retirement planning, and investment protection. Execution-only services comprise custody, trade execution, and settlement. Advisory services include portfolio structuring. It offers discretionary and non-discretionary portfolio management services to high-net-worth individuals, wealthy families, charities, and corporate clients through a network of branch offices, relationship managers, and online portals. The company operates in the UK, Ireland, and the Channel Islands. Brewin Dolphin is headquartered in London, England, the UK.
Headquarters
United Kingdom
Address
12 Smithfield Street, London, England, EC1A9BD
Website
www.brewin.co.uk
Telephone
44 20 72484400
Industry
Financial Services
Revenue (2024)
$50.1M
Brewin Dolphin Holdings Ltd premium industry data and analytics
Products and Services
| Services | Brands |
|---|---|
| Wealth Management: | Brewin Dolphin |
| Wealth Protection and Growth | |
| Investment Management: | |
| XYZ | |
| XYZ | |
| XYZ |
Competitor Comparison
| Key Parameters | Brewin Dolphin Holdings Ltd | Barclays Wealth Management | St. James’s Place Wealth Management Plc | Investec Wealth and Investment Ltd | Phoenix Wealth Services Ltd |
|---|---|---|---|---|---|
| Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | United Kingdom |
| City | London | London | Cirencester | London | Birmingham |
| State/Province | England | England | England | England | England |
| No. of Employees | - | 1,900 | - | 1,282 | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Robin Beer | Chief Executive Officer; Director | Executive Board | 2020 | 50 |
| Emily Waterworth | Head - Belfast | Senior Management | 2025 | - |
| Rod Walley | Head - Manchester | Senior Management | 2021 | - |
| Leeds. Richard Annis | Head - Leeds | Senior Management | 2022 | - |
| Courtney McColgan | Associate Portfolio Manager, Glasgow | Senior Management | 2021 | - |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2026 | XY |
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