Brewin Dolphin

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Brewin Dolphin plc
TypePublic
Traded as
LSE: BRW
FTSE 250 component
IndustryInvestment management
Founded1762; 260 years ago (1762)
HeadquartersLondon, UK
Key people
Toby Strauss, (Chairman) Robin Beer (CEO)
RevenueIncrease £405.9 million (2021)[1]
Increase £74.0 million (2021)[1]
Net income
Increase £55.3 million (2021)[1]
AUMIncrease £49.8 billion (2021)[1]
Websitewww.brewin.co.uk

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.

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. ^ a b c d "Annual Report 2021" (PDF). Brewin Dolphin. Retrieved 16 February 2022.
  2. ^ "Investopedia definition of wealth management". Archived from the original on 2002-06-13.
  3. ^ "Annual Report 2020" (PDF).{{cite web}}: CS1 maint: url-status (link)
  4. ^ a b 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".{{cite web}}: CS1 maint: url-status (link)

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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