Who we are
Brewin Dolphin was founded in 1762 on the belief that the successful management of investments takes an understanding of money but is rooted in an even deeper understanding of people. We have been managing investments for charities, trusts, private clients and pension schemes for generations and manage more than £3.6 billion* specifically for UK charities.
We are an independently owned firm, listed on the London FTSE 250, bound to no corporate group. We have an award-winning research team, who undertake research across markets, asset classes and individual companies.
Our approach to helping charities achieve their goals
We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to a charity’s specific needs.
How we invest
At the heart of our work lies a carefully crafted investment process. We focus on sticking to a disciplined approach, and on thorough, diligent governance. From top down to bottom up, we capture and interpret macro-economic data to predict economic trends, and search for individual investment opportunities that we believe can deliver the best opportunities for a charity.
* Source: Brewin Dolphin, June 2019