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, risk appetite and ethical requirements, 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.

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: Charity Finance Magazine Annual Fund Management Survey, data as at June 2019.

Webinar: The impact of coronavirus on charity investment income

Check out our video with Ruth Murphy, Head of Charities, in conversation with David Myrddin-Evans, Divisional Director. They discuss how the markets have reacted, insights into how much lower income may fall and tips on how you may position portfolios to recover. Watch now.

Contacts

Ruth Murphy

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

Website

www.brewin.co.uk

Twitter

@brewindolphin

LinkedIn

View profile

Facebook

View page

Instagram

View photos

Address

Smithfield Street
London
EC1A 9BD

Share this

Share on facebook
Facebook
Share on twitter
Twitter
Share on linkedin
LinkedIn