Brewin Dolphin plc is one of the largest Britishinvestment management and financial planning firms with 33 offices throughout the UK, Jersey and Ireland. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. A wholly owned subsidiary, Brewin Dolphin Limited, is based in Dublin. Brewin Dolphin offers award-winning personalised wealth management services that meet the varied needs of individuals, charities and corporates. Its services range from bespoke, discretionary investment management to retirement planning and saving for the long-term. Its focus on discretionary investment management has led to significant growth in client funds and the firm now manages £40.1billion on a discretionary basis. Its intermediary business manages £13.8 billion of assets for over 1,700 advice firms either on a discretionary basis or via its Managed Portfolio Service In total the company had £45.0 billion of investments under management.
History
The business can trace its origins back to the establishment of the stockbroking firm of John Dawes, a founder of the London Stock Exchange, in 1762. His firm evolved through many partner changes to become Wontner, Dolphin & Francis in 1970. In 1974 Brewin & Co merged with Wontner, Dolphin & Francis to form Brewin Dolphin. The business was incorporated in 1987 and acquired by Scandinavian Bank the same year. It was then the subject of a management buy-out from Scandinavian Bank in 1992 and was first listed on the London Stock Exchange in 1994. It acquired Bell Lawrie, a leading Scottish firm of investment managers, in 1993. It went on to buy Wise Speke, an investment manager operating in the North of England, in 1998 and Hill Osborne, another rival, in 2000. The company acquired Popes, a firm based in Stoke-on-Trent, in 2002. In December 2016, Brewin Dolphin acquired Duncan LawrieAsset Management. It also strengthened its position by acquiring advice firms Aylwin and Epoch. In October 2019, it acquired Investec Wealth Management in Ireland, making Brewin Dolphin the third largest wealth manager in the Republic of Ireland.
