Brewin Dolphin Holdings Ltd - Company Profile
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Brewin Dolphin Holdings PLC (Brewin Dolphin) is a provider of discretionary wealth management services. It offers 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, the UK.
Headquarters
United Kingdom
Address
12 Smithfield Street, London , England, EC1A9LA
Website
www.brewin.co.uk
Telephone
44 20 72484400
No of Employees
2,186
Industry
Financial Services
Revenue (2022)
$503.8M
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 |
History
History section provides information on new products, mergers, acquisitions, expansions, approvals, and many more key events.
| Year | Event | Description |
|---|---|---|
| 2023 | Contracts/Agreements | In February, the company has partnered with Charity Finance Group. |
| 2023 | Corporate Changes/Expansions | In February, the company opened an office in Dublin. |
| 2022 | Regulatory Approval | In September, the company secured regulatory approval to be acquired by Royal Bank of Canada. |
Competitor Comparison
| Key Parameters | Brewin Dolphin Holdings Ltd | St. James’s Place Wealth Management Plc | Investec Wealth and Investment Ltd | Phoenix Wealth Services Ltd | Barclays Wealth Management |
|---|---|---|---|---|---|
| Headquarters | United Kingdom | United Kingdom | United Kingdom | United Kingdom | United Kingdom |
| City | London | Cirencester | London | Birmingham | London |
| State/Province | England | England | England | England | England |
| No. of Employees | 2,186 | - | 1,304 | - | - |
| Entity Type | Private | Private | Private | Private | Private |
Executives
| Name | Position | Board | Since | Age |
|---|---|---|---|---|
| Toby Strauss | Chairman | Executive Board | 2021 | - |
| Robin Beer | Chief Executive Officer; Director | Executive Board | 2020 | - |
| Siobhan Boylan | Director; Chief Financial Officer | Executive Board | 2019 | - |
| Sarah Houlston | Chief Operating Officer | Senior Management | 2020 | - |
| Susan Beckett | Chief Risk Officer | Senior Management | - | - |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
| Non Dignissim Eros | Proin vel | Convallis | 2024 | XY |
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