Brewin Dolphin is a prominent UK-based wealth management firm offering personalized financial services, including investment management, financial planning, and advisory services.
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Now operating as RBC Brewin Dolphin, the company caters to a diverse clientele comprising individuals, charities, and corporations, focusing on protecting, growing, and managing their financial assets.
What is RBC Brewin Dolphin?
Brewin Dolphin’s origins trace back over 250 years, beginning in 1762 with John Dawes, one of the stockbrokers at Jonathan’s Coffee House, the precursor to the London Stock Exchange.
The business evolved through alliances and mergers, such as its alignment with the Francis family in the 1820s and the partnership of Arthur Brewin and Alexander Christie in 1865, which formed Christie & Brewin. Meanwhile, James Dolphin established his stockbroking firm in 1871, and over time, these businesses merged into a unified entity.
Throughout its history, Brewin Dolphin navigated significant market events, including the collapse of railway shares in 1846, which underscored the importance of professional investment advice. By 1974, the firm took its modern form through the merger of Brewin & Co and Wontner, Dolphin & Francis, further consolidating its presence in the investment management sector.
Who owns Brewin Dolphin?
Key milestones include the firm’s expansion through mergers, such as its union with Bell Lawrie White in 1993 and the acquisition of Wise Speke in 1997, which enhanced its research capabilities.
In 2015, Brewin Dolphin launched its Portfolio Service, offering online investment solutions. In 2022, the Royal Bank of Canada (RBC) acquired Brewin Dolphin, integrating it into RBC’s wealth management network while maintaining its heritage.
Today, with over 30 offices across the UK, Ireland, and the Channel Islands, with its headquarters in London, Brewin Dolphin continues to provide tailored investment management and financial planning services. Its long history reflects its adaptability through changing market conditions and its evolution into a national wealth management firm.
What does Brewin Dolphin do?
Brewin Dolphin provides a comprehensive suite of services:
- Investment and Wealth Management: Tailored portfolio management and advisory services designed to align with clients’ financial objectives.
- Financial Planning: Strategic advice on retirement planning, investment protection, and wealth structuring to secure clients’ financial futures.
- Brewin Portfolio Service (BPS): An online platform providing access to a range of ready-made investment solutions. BPS caters to both novice and experienced investors, offering options like Investment ISAs, Junior ISAs, General Investment Accounts, and Bare Trusts, with a minimum investment starting at £500.
Brewin Dolphin Performance
Prior to its acquisition, Brewin Dolphin reported robust financial performance:
- Total Funds: Managed £55 billion in client assets before the RBC acquisition.
- Discretionary Net Flows: Achieved strong discretionary net flows, with £1.9 billion reported in the fiscal year 2021.
Brewin Dolphin Leadership
Post-acquisition, the combined entity, now known as RBC Brewin Dolphin, continues to be led by former Brewin Dolphin CEO Robin Beer, ensuring continuity in leadership and strategic direction.
RBC Brewin Dolphin Contact Information
The addresses for Brewin Dolphin offices in the United Kingdom and Ireland are as follows:
- Aberdeen 23 Rubislaw Terrace, Aberdeen, AB10 1XE || 01224 267900
- Bath Queen Square House, Queen Square Place, Bath, BA1 2LL || 01225 487772
- Belfast 11th Floor, Lanyon Plaza, East Tower, 8 Lanyon Place, Belfast, BT1 3LP || 028 9044 6000
- Birmingham The Chatwin Building, 6th Floor, 81 Colmore Row, Birmingham, B3 2AP || 0121 710 3500
- Bristol 40 Queen Square, Bristol, BS1 4QP || 0117 968 9500
- Cambridge 8th Floor, 50-60 Station Road, Cambridge, CB1 2JH || 01223 455408
- Cardiff Third Floor, Two Central Square, Cardiff, CF10 1FS || 029 2034 0100
- Cheltenham 2nd Floor, St James House, St James Square, Cheltenham, GL50 3PR || 01242 577677
- Dundee 31-32 City Quay, Camperdown Street, Dundee, DD1 3JA || 01382 317200
- Edinburgh Sixth Floor, Atria One, 144 Morrison Street, Edinburgh, EH3 8BR || 0131 225 2566
- Exeter Vantage Point, Woodwater Park, Pynes Hill, Exeter, EX2 5FD || 01392 440450
- Glasgow Level 8 Cadworks, 41 West Campbell Street, Glasgow, G2 6SE || 0141 221 7733
- Ipswich Fraser House, 23 Museum Street, Ipswich, IP1 1HN || 01473 267200
- Jersey Gaspé House, 66–72 Esplanade, St Helier, Jersey, JE2 3QT || +44 1534 703 000
- Leeds 10 Wellington Place, Leeds, LS1 4AN || 0113 245 9341
- Lincoln Olympic House, Doddington Road, Lincoln, LN6 3SE || 01522 503000
- London (City) 12 Smithfield Street, London, EC1A 9LA || 020 3201 3900
- London (St. James’s) 8 Waterloo Place, London, SW1Y 4BE || 020 3201 4000
- Manchester 1 The Avenue, Spinningfields Square, Manchester, M3 3AP || 0161 839 4222
- Marlborough Woodstock Court, Blenheim Road, Marlborough, Wiltshire, SN8 4AN || 01672 519600
- Newcastle Time Central, Gallowgate, Newcastle Upon Tyne, NE1 4SR || 0191 279 7300
- Norwich Ground Floor, Lawrence House, 5 St Andrews Hill, Norwich, NR2 1AD || 01603 733300
- Nottingham 1st Floor, Waterfront House, Waterfront Plaza, 35 Station Street, Nottingham, NG2 3DQ || 0115 852 5580
- Oxford 7th Floor, Seacourt Tower, West Way, Oxford, OX2 0JJ || 01865 255750
- Penrith 1 Mason Court, Gillan Way, Penrith 40 Business Park, Penrith, CA11 9GR || 01768 861710
- Plymouth Ashleigh Court, Ashleigh Way, Langage Business Park, Plymouth, PL7 5JX || 01752 334650
- Royal Tunbridge Wells 16 Lonsdale Gardens, Tunbridge Wells, Kent, TN1 1NU || 01892 739580
- Shrewsbury Mutual House, Sitka Drive, Shrewsbury Business Park, Shrewsbury, SY2 6LG || 01743 399000
- Truro 24 Lemon Street, Truro, TR1 2LS || 01872 228080
- Winchester Sunley House, 46 Jewry Street, Winchester, SO23 8RY || 01962 798000
- Cork Penrose Dock, Victorian Quarter, Cork, Ireland || +353 (0) 21 212 9730
- Dublin Number One Ballsbridge, Shelbourne Road, Dublin 4, Ireland || +353 1 260 0080
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