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Brewin Dolphin

OverviewSuggest Edit

Brewin Dolphin is an investment management and financial planning company. It provides individuals with wealth management and direct online investments services, for financial advisers it offers discretionary fund management (DFM) and managed portfolio services (MPS) as well as Voyager fund range (designed and managed investment funds). Additionally, the company enables professional services clients such as solicitors and accountants to access Brewin Dolphin’s wealth management advice both for themselves and for their private clients.
TypePublic
Founded1762
HQLondon, GBMap
Websitebrewin.co.uk
Employee Ratings4.2More

Recent NewsAll News

Latest Updates

Employees (est.) (Dec 2020)2,152(+11%)
Revenue (FY, 2020)£359.2 M(+7%)
Share Price (May 2021)£3.4(+2%)
Cybersecurity ratingCMore

Key People/Management at Brewin Dolphin

Robin Beer

Robin Beer

Chief Executive Officer, Director
Sarah Houlston

Sarah Houlston

Chief Operating Officer
Siobhan Boylan

Siobhan Boylan

Chief Financial Officer, Director
Susan Beckett

Susan Beckett

Chief Risk Officer
Nick Fitzgerald

Nick Fitzgerald

Managing Director of Advice and Innovation
Lucie Gordon

Lucie Gordon

Head of Office and Intermediary Sales
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Brewin Dolphin Office Locations

Brewin Dolphin has offices in London, Aberdeen, Bath, Belfast and in 28 other locations
London, GB (HQ)
12 Smithfield St
Aberdeen, GB
23 Rubislaw Terrace
Bath, GB
Queen Square House, Queen Square Pl
Belfast, GB
11th Floor, Lanyon Plaza, East Tower, 8 Lanyon Place
Birmingham, GB
9 Colmore Row
Bristol, GB
The Paragon, Redcliffe
Show all (33)

Brewin Dolphin Financials and Metrics

Brewin Dolphin Revenue

Brewin Dolphin's revenue was reported to be £359.16 m in FY, 2020 which is a 6.8% increase from the previous period.
GBP

Revenue (FY, 2020)

359.2m

Revenue growth (FY, 2019 - FY, 2020), %

6.8%

Net income (FY, 2020)

48.0m

EBIT (FY, 2020)

63.8m

Market capitalization (7-May-2021)

1.0b

Closing stock price (7-May-2021)

3.4

Cash (30-Sept-2020)

180.5m

EV

915.6m
Brewin Dolphin's current market capitalization is £1 b.
Annual
GBPFY, 2018FY, 2019FY, 2020

Revenue

329.0m336.3m359.2m

Revenue growth, %

8000%2%7%

General and administrative expense

174.8m184.9m199.5m

Operating expense total

261.1m278.1m297.7m
Half Year
GBPH1, 2018H1, 2019H1, 2020

Revenue

160.4m160.4m175.0m

General and administrative expense

86.8m89.9m98.3m

Operating expense total

127.9m133.5m146.8m

Depreciation and amortization

4.0m3.3m5.4m
show all
Annual
GBPFY, 2018FY, 2019FY, 2020

Cash

186.2m229.2m180.5m

Accounts Receivable

101.2m143.1m169.1m

Prepaid Expenses

8.5m9.7m6.8m

Current Assets

358.4m445.9m427.0m
Half Year
GBPH1, 2018H1, 2019H1, 2020

Cash

142.0m138.8m144.1m

Current Assets

381.9m391.8m415.1m

PP&E

7.6m9.8m10.9m

Total Assets

489.6m503.1m655.0m
show all
Annual
GBPFY, 2018FY, 2019FY, 2020

Cash From Operating Activities

79.7m66.6m77.4m

Purchases of PP&E

(7.1m)(5.2m)(2.4m)

Cash From Investing Activities

(8.6m)(27.2m)(60.9m)

Long-term Borrowings

(8.8m)
Half Year
GBPH1, 2018H1, 2019H1, 2020

Cash From Operating Activities

20.1m2.0m9.0m

Purchases of PP&E

(4.9m)(3.0m)(2.0m)

Cash From Investing Activities

(5.3m)(7.5m)(46.1m)

Long-term Borrowings

(3.3m)
show all
GBPH1, 2018

Financial Leverage

1.9 x

P/E Ratio

37.7
Show all financial metrics

Brewin Dolphin Operating Metrics

Brewin Dolphin's Assets Under Management was reported to be £47.6b in FY, 2020.
H1, 2018FY, 2018H1, 2019FY, 2019H1, 2020FY, 2020

Assets Under Management

£39.7 b£42.8 b£42.4 b£45 b£42.4 b£47.6 b

Assets Under Management (Private Clients)

£18.8 b£20.4 b£20.1 b£21.4 b£28 b

Assets Under Management (Charities and Corporates)

£4.4 b£4.7 b£4.7 b£4.9 b£5.1 b

Assets Under Management (Intermediary)

£8.5 b£9.5 b£9.5 b£10 b£9.5 b£14.5 b
Show all operating metrics

Brewin Dolphin Acquisitions / Subsidiaries

Company NameDateDeal Size
Epoch Wealth ManagementApril 29, 2019
Mathieson ConsultingApril 02, 2019
Wise Speke GroupMarch 30, 2019
Duncan Lawrie Asset ManagementDecember 19, 2016
Russell NewthNovember 09, 2011
Tilman Brewin DolphinAugust 01, 2011£31.5 m
Argentum (Capvest) Ireland Limited
Aurum (Airtricity) Nominees Ireland Limited
Aurum Broking Nominees Ireland Limited
Aurum (Development) Nominees Ireland Limited
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Brewin Dolphin Revenue Breakdown

Embed Graph

Brewin Dolphin revenue breakdown by business segment: 66.2% from Discretionary Investment Management Fee Income, 19.5% from Discretionary Investment Management Commission Income, 9.2% from Financial Planning Income and 5.1% from Other

Human Capital Metrics

Source: www.brewin.co.uk, www.brewin.co.uk, www.brewin.co.uk
Embed Graph
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Brewin Dolphin Cybersecurity Score

Cybersecurity ratingPremium dataset

C

79/100

Learn more about our premium products
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Brewin Dolphin Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset

40-49

out of 100

Learn more about our premium products
CSRHub logo

Brewin Dolphin Online and Social Media Presence

Brewin Dolphin's Trends

Embed Graph

Brewin Dolphin News and Updates

January 27, 2021

Brewin Dolphin total funds exceed pre-pandemic levels

Fund manager Brewin Dolphin reported record total funds as market sentiment rebounded off the back of the Brexit deal and vaccine rollout. Total funds increased eight per cent to a record £54.1bn in the first quarter with total inflows of £0.6bn Net inflows stood at £0.1bn in the three months to De…
November 26, 2020

Brewin Dolphin implements Objectway client management software

Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON:BRW). Earlier this year, the wealth manager reported progress with technology modernisation in …
November 26, 2020

Objectway Delivers Full Client Lifecycle Management At Brewin Dolphin

Objectway, a leader in the Digital Wealth & Asset Management software, announced they have successfully implemented their client management system at the leading UK wealth manager Brewin Dolphin (LON: BRW).
November 25, 2020

Profits up at Brewin Dolphin following volatile year in markets

Wealth manager Brewin Dolphin has reported a full-year profit after a year of volatile markets due to the coronavirus pandemic. Pre-tax profit for the year ending 30 September rose to £78.2m up from £75m a year earlier.
April 17, 2020

UPDATE 1-UK's Brewin Dolphin takes 7 billion pound selloff hit

London-based Brewin Dolphin saw 7.1 billion pounds wiped off the funds it manages in its last quarter and said on Friday it could not predict the effect of the coronavirus pandemic on profitability as the worst selloff in a decade hammered investments.
January 29, 2020

Brewin Dolphin chief executive David Nicol to leave wealth manager

Brewin Dolphin has announced that David Nicol will retire as chief executive of the wealth manager in June.  Nicol, who [...] The post Brewin Dolphin chief executive David Nicol to leave wealth manager appeared first on CityAM.
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Brewin Dolphin Blogs

May 14, 2021

Five tips for first-time investors

Five tips for first-time investors Drupal Developer 14 May 2021 Related Content Tips for teaching your kids financial skills Case study: It pays to start early How to protect your family in uncertain times Inve…
May 11, 2021

Markets mixed as investors rotate out of growth stocks

Markets mixed as investors rotate out of growth stocks CMS Content Sync 11 May 2021 Related Content Stocks mixed as Fed points to ‘froth’ in equity markets Our annual check-in with Terry Smith Case study: It pays to start early …
May 11, 2021

Is it all in the price?

Is it all in the price? CMS Content Sync 11 May 2021 Related Content Paul Polman on the role of business in fighting climate change Stocks mixed as Fed points to ‘froth’ in equity markets Act now to make the most of your new ISA allowance …
May 11, 2021

Paul Polman on the role of business in fighting climate change

Paul Polman on the role of business in fighting climate change CMS Content Sync 11 May 2021 Related Content Our annual check-in with Terry Smith Why climate change matters for investors Act now to make the most of your new ISA allowance …
May 06, 2021

Financially thriving in difficult times

Financially thriving in difficult times CMS Content Sync 06 May 2021 Related Content Why you need a financial MOT What to consider before investing in an ISA this year How to financially support your family The …
May 05, 2021

Stocks mixed as Fed points to ‘froth’ in equity markets

Stocks mixed as Fed points to ‘froth’ in equity markets gholt 05 May 2021 Related Content What to consider before investing in an ISA this year Stephanie Kelton on not paying back the COVID debt Our annual check-in with Terry Smith …
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 Brewin Dolphin Frequently Asked Questions

  • When was Brewin Dolphin founded?

    Brewin Dolphin was founded in 1762.

  • Who are Brewin Dolphin key executives?

    Brewin Dolphin's key executives are Robin Beer, Sarah Houlston and Siobhan Boylan.

  • How many employees does Brewin Dolphin have?

    Brewin Dolphin has 2,152 employees.

  • What is Brewin Dolphin revenue?

    Latest Brewin Dolphin annual revenue is £359.2 m.

  • What is Brewin Dolphin revenue per employee?

    Latest Brewin Dolphin revenue per employee is £166.9 k.

  • Who are Brewin Dolphin competitors?

    Competitors of Brewin Dolphin include Rathbone Brothers, St. James's Place and Hargreaves Lansdown.

  • Where is Brewin Dolphin headquarters?

    Brewin Dolphin headquarters is located at 12 Smithfield St, London.

  • Where are Brewin Dolphin offices?

    Brewin Dolphin has offices in London, Aberdeen, Bath, Belfast and in 28 other locations.

  • How many offices does Brewin Dolphin have?

    Brewin Dolphin has 33 offices.