Brewin Dolphin

Brewin Dolphin plc is one of the largest British wealth management[2] firms with 34 offices throughout the UK, Jersey and Ireland, and c. 2,000 employees.[3] It provides investment management and financial planning services to individuals, companies and charities. The company is independently owned and is listed on the London Stock Exchange. It is a constituent of the FTSE 250 Index.

Brewin Dolphin plc
TypePublic
LSE: BRW
IndustryInvestment management
Founded1762 (1762)
HeadquartersLondon, UK
Key people
Toby Strauss, (Chairman) Robin Beer (CEO)
Revenue £359.2 million (2020)[1]
£63.8 million (2020)[1]
£48.0 million (2020)[1]
AUM£47.6 billion (2020)[1]
Websitewww.brewin.co.uk

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.[4] His firm evolved through many partner changes to become Wontner, Dolphin & Francis in 1970.[4] 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.[5]

It acquired Bell Lawrie, a Scottish firm of investment managers, in 1993.[6] It went on to buy Wise Speke, an investment manager operating in the North of England, in 1998[7] and Popes, a firm based in Stoke-on-Trent, in 2002.[8] It then acquired Duncan Lawrie Asset Management, a firm operating in London, in December 2016[9] and Investec Wealth Management, a firm operating in Ireland, in October 2019.[10] Other recent acquisitions include IFA firms Aylwin (2018),[11] Epoch Wealth Management (2019),[12] and actuarial consultancy Mathieson Consulting (2019).[13]

References
  1. "Annual Report 2020" (PDF). Brewin Dolphin. Retrieved 28 February 2021.
  2. "Investopedia definition of wealth management".
  3. "Annual Report 2020" (PDF).
  4. Archer, Angela page 36
  5. "Brewin Dolphin to seek listing on stock market". The Independent. 12 April 1994. Retrieved 16 April 2017.
  6. "Bell Lawrie to rebrand as Brewin Dolphin". Money Marketing. 17 November 2008. Retrieved 16 April 2017.
  7. "Wise Speke to take on Brewin Dolphin name". Citywire. 10 December 2007. Retrieved 16 April 2017.
  8. "Brewin Dolphin Securities acquires Popes". Birmingham Post. 8 May 2002. Retrieved 16 April 2017.
  9. "Brewin Dolphin acquires Duncan Lawrie Asset Management". Money Marketing. 19 December 2016. Retrieved 28 February 2021.
  10. "Brewin Dolphin completes €44m deal for Investec arm". Irish Times. 1 November 2019. Retrieved 28 February 2021.
  11. "Brewin Dolphin acquires IFA firm Alywin". IFA Magazine.
  12. "Brewin opens in Bath following 19m wealth deal". Citywire Wealth Manager.
  13. "Brewin Dolphin acquires actuarial consulting firm".

Further reading
  • Archer, Angela The Making of Brewin Dolphin, Newport News, 2000 ISBN 0-9514601-2-9
  • Hamilton, Kirstie Celebrating 250 Years, Wardour, 2012
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