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, GB
Websitebrewin.co.uk
Employee Ratings4

Latest Updates

Employees (est.) (Jun 2022)2,186
Revenue (FY, 2021)£404.1 M(+13%)
Share Price (Jun 2022)£5.1
Cybersecurity ratingCMore
Discover new suppliers and conduct deeper comparison analysis with Craft for EnterpriseLearn more
Banner background

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
James Alder

James Alder

Divisional Director - Financial Planning
Show more

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
Show all (33)

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
GBPFY, 2018FY, 2019FY, 2020FY, 2021

Revenue

329.0m336.3m359.2m404.1m

Revenue growth, %

8000%2%7%13%

General and administrative expense

174.8m184.9m199.5m223.0m

Operating expense total

261.1m278.1m297.7m313.2m
Half Year
GBPH1, 2018H1, 2019H1, 2020H1, 2021

Revenue

160.4m160.4m175.0m199.0m

General and administrative expense

86.8m89.9m98.3m112.0m

Operating expense total

127.9m133.5m146.8m158.6m

Depreciation and amortization

4.0m3.3m5.4m5.6m
Annual
GBPFY, 2018FY, 2019FY, 2020FY, 2021

Cash

186.2m229.2m180.5m188.0m

Accounts Receivable

101.2m143.1m169.1m

Prepaid Expenses

8.5m9.7m6.8m

Current Assets

358.4m445.9m427.0m435.6m
Half Year
GBPH1, 2018H1, 2019H1, 2020H1, 2021

Cash

142.0m138.8m144.1m145.8m

Current Assets

381.9m391.8m415.1m435.0m

PP&E

7.6m9.8m10.9m9.2m

Total Assets

489.6m503.1m655.0m677.7m
Annual
GBPFY, 2018FY, 2019FY, 2020FY, 2021

Depreciation and Amortization

14.0m10.8m20.9m15.2m

Cash From Operating Activities

79.7m66.6m77.4m109.0m

Purchases of PP&E

(7.1m)(5.2m)(2.4m)(2.0m)

Cash From Investing Activities

(8.6m)(27.2m)(60.9m)(37.0m)
Half Year
GBPH1, 2018H1, 2019H1, 2020H1, 2021

Depreciation and Amortization

7.7m5.5m10.0m12.3m

Cash From Operating Activities

20.1m2.0m9.0m24.9m

Purchases of PP&E

(4.9m)(3.0m)(2.0m)(1.1m)

Cash From Investing Activities

(5.3m)(7.5m)(46.1m)(13.3m)
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 £56.9b in FY, 2021.
H1, 2018FY, 2018H1, 2019FY, 2019H1, 2020FY, 2020H1, 2021FY, 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 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
Show more

Brewin Dolphin Revenue Breakdown

Embed Graph

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

Cybersecurity ratingPremium dataset

C

79/100

SecurityScorecard logo

Brewin Dolphin Environment, Social & Governance (ESG) Ratings

CSRHub ESG ratingPremium dataset

50-59

out of 100

CSRHub logo

Brewin Dolphin Online and Social Media Presence

Embed Graph

Brewin Dolphin News and Updates

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…

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.
Show more

Brewin Dolphin Blogs

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…

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…

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…

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 …

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…

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…
Show more

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.