Brewin Dolphin
- Assets Under Management£56.9 BFY, 2021
- Revenue£404.1 MFY, 2021
- Market Capitalization£1.5 B2022-06-24
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.
| Type | Public | |
| Founded | 1762 | |
| HQ | London, GB | Map |
| Website | brewin.co.uk | |
| Employee Ratings |
Key People/Management at Brewin Dolphin
Robin Beer
Chief Executive Officer, Director
Sarah Houlston
Chief Operating Officer
Siobhan Boylan
Chief Financial Officer, Director
Susan Beckett
Chief Risk Officer
Nick Fitzgerald
Managing Director of Advice and Innovation
James Alder
Divisional Director - Financial Planning
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
Harrison Cowley Ltd, 40 Queen Square
Brewin Dolphin Financials and Metrics
Brewin Dolphin Revenue
Brewin Dolphin's revenue was reported to be £404.08 m in FY, 2021 which is a 12.5% increase from the previous period.
| GBP | |
|---|---|
Revenue (FY, 2021) | 404.1m |
Revenue growth (FY, 2020 - FY, 2021), % | 12.5% |
Net income (FY, 2021) | 55.3m |
EBIT (FY, 2021) | 74.0m |
Market capitalization (24-Jun-2022) | 1.5b |
Closing stock price (24-Jun-2022) | 5.1 |
Cash (30-Sept-2021) | 188.0m |
EV | 1.4b |
Brewin Dolphin's current market capitalization is £1.5 b.
Annual
Annual
Annual
| GBP | H1, 2018 |
|---|---|
Financial Leverage | 1.9 x |
P/E Ratio | 37.7 |
Brewin Dolphin Operating Metrics
Brewin Dolphin's Assets Under Management was reported to be £56.9b in FY, 2021.
| H1, 2018 | FY, 2018 | H1, 2019 | FY, 2019 | H1, 2020 | FY, 2020 | H1, 2021 | FY, 2021 | |
|---|---|---|---|---|---|---|---|---|
Assets Under Management | £39.7 b | £42.8 b | £42.4 b | £45 b | £42.4 b | £47.6 b | £41.4 b | £56.9 b |
Assets Under Management (Private Clients) | £18.8 b | £20.4 b | £20.1 b | £21.4 b | £28 b | £25.6 b | ||
Assets Under Management (Charities and Corporates) | £4.4 b | £4.7 b | £4.7 b | £4.9 b | £5.1 b | £6.1 b | ||
Assets Under Management (Intermediary) | £8.5 b | £9.5 b | £9.5 b | £10 b | £9.5 b | £14.5 b | £8.8 b | £18.1 b |
Brewin Dolphin Acquisitions / Subsidiaries
| Company Name | Date | Deal Size |
|---|---|---|
| Epoch Wealth Management | April 29, 2019 | |
| Mathieson Consulting | April 02, 2019 | |
| Wise Speke Group | March 30, 2019 | |
| Duncan Lawrie Asset Management | December 19, 2016 | |
| Russell Newth | November 09, 2011 | |
| Tilman Brewin Dolphin | August 01, 2011 | £31.5 m |
| Argentum (Capvest) Ireland Limited | ||
| Aurum (Airtricity) Nominees Ireland Limited | ||
| Aurum Broking Nominees Ireland Limited | ||
| Aurum (Development) Nominees Ireland Limited |
Brewin Dolphin Revenue Breakdown
Brewin Dolphin revenue breakdown by business segment: 17.4% from Discretionary Investment Management Commission Income, 66.7% from Discretionary Investment Management Fee Income, 10.3% from Financial Planning Income and 5.6% from Other
Brewin Dolphin Cybersecurity Score
Brewin Dolphin Environment, Social & Governance (ESG) Ratings
Brewin Dolphin Online and Social Media Presence
9.38k Twitter followers
Brewin Dolphin has 9.38k Twitter Followers. The number of followers has increased 0.2% month over month and increased 1.1% quarter over quarter
Brewin Dolphin's Trends
Twitter Engagement Stats for @brewindolphin
10.5k
Tweets
1.8k
Following
9.4k
Followers
78
Tweets last 30 days
2
Avg. likes per Tweet
47.4%
Tweets with engagement
Brewin Dolphin News and Updates
June 08, 2022
Brewin Dolphin implements security tech from ExtraHop
ExtraHop, the leader in cloud-native network detection and response, today announced that Brewin Dolphin, one of Britain’s largest investment management and financial planning firms, has selected ExtraHop Reveal(x) 360 to help defend against advanced threats through complete visibility, real-time de…
March 31, 2022
Royal Bank of Canada to acquire Brewin Dolphin
Royal Bank of Canada ("RBC") today announced that, subject to Brewin Dolphin Holdings PLC ("Brewin Dolphin") shareholder approval and receipt of all regulatory approvals, RBC is acquiring Brewin Dolphin.
Brewin Dolphin Blogs
June 15, 2022
How does a weak pound affect my investments?
How does a weak pound affect my investments?
ktredoux
15 Jun 2022
Most people only think about exchange rates when they’re about to go on holiday. But changes in a currency’s value can have far-reaching implications that stretch beyond the cost of travel.
Here, we consider the factors…
June 14, 2022
Five financial planning tips for dads
Five financial planning tips for dads
ktredoux
14 Jun 2022
Whether you’re a new dad or have years of parenting experience under your belt, you’ve probably realised that fatherhood comes with lots of financial responsibilities. Juggling them all can be overwhelming, but the following st…
June 09, 2022
Don’t rely on inheritance to fund your future
Don’t rely on inheritance to fund your future
ktredoux
09 Jun 2022
The increase in overall levels of household wealth over recent decades has created an image of rich older generations who are able to bequeath vast sums of money to their children and grandchildren.
While this may be tr…
June 08, 2022
Landmark judgement for charities
Landmark judgement for charities
dsayce
08 Jun 2022
A landmark judgement from the High Court has brought more clarity on trustees’ rights and responsibilities when considering a responsible approach to investment. Here, we explore the implications of the case, with insights from Bates …
June 07, 2022
Protect yourself from ‘clone firm’ scams
Protect yourself from ‘clone firm’ scams
jshipperley
07 Jun 2022
Scammers are impersonating genuine investment firms in an attempt to deceive people into handing over their hard-earned money.
The latest available data shows consumers lost a total of £36.2m to ‘clone firm’ investment sc…
May 31, 2022
If a recession is looming should I invest?
If a recession is looming should I invest?
ktredoux
31 May 2022
The slowdown in the UK economy may have you wondering whether this is a good time to be investing in the stock market. Warnings of a recession are unsettling, but our analysis shows it is far better to maintain a long-term…
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 2,186 employees.
What is Brewin Dolphin revenue?
Latest Brewin Dolphin annual revenue is £404.1 m.
What is Brewin Dolphin revenue per employee?
Latest Brewin Dolphin revenue per employee is £184.8 k.
Who are Brewin Dolphin competitors?
Competitors of Brewin Dolphin include Rathbones Group, 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.
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