Brewin Dolphin

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

Contacts

Ruth Murphy

Head of charities
ruth.murphy@brewin.co.uk
0203 201 3924

Natalie Yapp

Charities business development manager
natalie.yapp@brewin.co.uk
0203 201 3916

Website

www.brewin.co.uk

Twitter

@brewindolphin

LinkedIn

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Address

Smithfield Street
London
EC1A 9BD

* Source: Brewin Dolphin, Report and Accounts, September 2017
The value of investments can fall and you may get back less than you invested.
Brewin Dolphin Limited is a member of the London Stock Exchange, and is authorised and regulated by the Financial Conduct Authority(Financial Services Register reference number: 124444).

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