About Brewin Dolphin
Brewin Dolphin is a company based in London (United Kingdom) founded in 1762 was acquired by RBC Royal Bank in March 2022.. Brewin Dolphin has completed 1 acquisition, including Epoch Wealth Management. Brewin Dolphin offers products and services including Wealth Management Service, Online Investing, and Financial Planning. Brewin Dolphin operates in a competitive market with competitors including Investec, Aviva, Schroders, FNZ and HSBC, among others.
- Headquarter London, United Kingdom
- Stage Public
-
Sectors
Financial Services
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Brewin Dolphin Holdings Limited
- Date of Incorporation 10 Feb, 1992
- Jurisdiction LONDON
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
$22.71 M (USD), Post-IPO
Dec 01, 2009
- Investors
-
Employee Count
Employee Count
- Investments & Acquisitions
-
Acquired by
RBC Royal Bank
(Mar 31, 2022)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Brewin Dolphin
Brewin Dolphin offers a comprehensive portfolio of products and services, including Wealth Management Service, Online Investing, and Financial Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Offers personalized wealth protection and investment growth strategies
Platform for managing ISAs and general investment accounts
Provides advice on pensions, inheritance, and tax-efficient planning
Unlock access to complete
Leadership Team
450 people
Software Development Team
150 people
Investment Team
51 people
Finance and Accounting
21 people
Sales and Marketing
20 people
Senior Team
18 people
Head Team
15 people
Data Analysis and Operations Team
11 people
Unlock access to complete
Funding Insights of Brewin Dolphin
- Total Funding Total Funding
- Total Rounds 1
- Last Round Post-IPO — $22.7M
-
First Round
First Round
(01 Dec 2009)
- Investors Count Investors Count
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec, 2009 | Amount | Post-IPO - Brewin Dolphin | Valuation |
investors |
|
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Brewin Dolphin
Brewin Dolphin has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include RBC Royal Bank. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Commercial banking services are provided to businesses and individuals.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by Brewin Dolphin
Brewin Dolphin has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Epoch Wealth Management. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Wealth management services are provided from Bath, United Kingdom.
|
2010 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Brewin Dolphin
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Brewin Dolphin Comparisons
Competitors of Brewin Dolphin
Brewin Dolphin operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Investec, Aviva, Schroders, FNZ and HSBC, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| domain | founded_year | HQ Location |
Insurance and asset management services are offered in multiple regions.
|
|
| domain | founded_year | HQ Location |
Investment management and wealth management services are provided to clients.
|
|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
|
|
| domain | founded_year | HQ Location |
Universal banking and financial advisory services are provided globally.
|
|
| domain | founded_year | HQ Location |
Commercial banking and asset management services are offered worldwide.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Brewin Dolphin
Frequently Asked Questions about Brewin Dolphin
When was Brewin Dolphin founded?
Brewin Dolphin was founded in 1762 and raised its 1st funding round 247 years after it was founded.
Where is Brewin Dolphin located?
Brewin Dolphin is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
What does Brewin Dolphin do?
Brewin Dolphin was founded in 1762 and operates as an investment management firm headquartered in London, United Kingdom. Discretionary portfolio management, financial advisory, and wealth planning services are delivered to private and institutional clients. Focus is placed on long-term investment strategies and research-driven decisions. Operations extend across the UK through a network of regional offices, supporting asset allocation and risk management needs.
Who are the top competitors of Brewin Dolphin?
Brewin Dolphin's top competitors include Investec, Goldman Sachs and HSBC.
What products or services does Brewin Dolphin offer?
Brewin Dolphin offers Wealth Management Service, Online Investing, and Financial Planning.
How many acquisitions has Brewin Dolphin made?
Brewin Dolphin has made 1 acquisition, including Epoch Wealth Management.
Who are Brewin Dolphin's investors?
Brewin Dolphin has 1 investor. Key investors include RBC Royal Bank.
Book a demo & talk to our team
Share a few details and we’ll reach out to schedule a session.