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
- SectorsFinancial Services
- Website category Finance · Financial Planning and Management
- Email••••••••
- Phone•••• ••••
- Website brewin.co.uk
- Social LinkedIn X Facebook Instagram
- Acquired by RBC Royal Bank (Mar 2022)
- Legal Name Brewin Dolphin Holdings Limited
- Date of Incorporation 10 Feb, 1992
- Jurisdiction LONDON
- Latest Funding Round$22.71M (USD), Post-IPO
Dec 2009
- Investors
- Investments & Acquisitions
- Acquired byRBC Royal Bank
(Mar 2022)
Products & Services of Brewin Dolphin
Brewin Dolphin offers a comprehensive portfolio of products and services, including Wealth Management Service, Online Investing, and Financial Planning.
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
Funding Insights of Brewin Dolphin
- Total Rounds 1
- Last Round Post-IPO — $22.71M
- First Round $22.71M
(Dec 2009)
All 1 funding rounds of Brewin Dolphin with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 2009 | $22.71M | Post-IPO | – | – | – |
1 investors in total: 1 institutional.
Investors in Brewin Dolphin
Brewin Dolphin has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include RBC Royal Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided to businesses and individuals. | 1864 | rbcroyalbank.com | Halifax, Canada |
Investor details for Brewin Dolphin
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
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- Investor portfolios
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People of Brewin Dolphin
838 people are tracked at Brewin Dolphin (609 in leadership, 229 in team).
| Name | Role | Group |
|---|---|---|
Gino Olcese | Vice President | Leadership |
Ben Davis | Head Of European Metals & Mining Research | Leadership |
Heather Barnes | Managing Director And Head Of Client Success Team | Leadership |
Keigan Ashall | Director | Leadership |
Jonathan Hunter | Head, Global Markets | Leadership |
Dimitar Ianev | Director | Leadership |
Rini Aich | Director, Global Investment Banking | Leadership |
Derek Neldner | CEO & Group Head, RBC Capital Markets | Leadership |
Helima Croft | Managing Director & Head of Global Commodity Strategy and Middle East and North Africa (MENA) Research | Leadership |
Abad Khushrooshahi | Vice President | Leadership |
Jonathan Russo | Director | Leadership |
Gregory Dawley | Managing Director / Manager, California Municipal Finance | Leadership |
Endri Mani | Md, Head Of Commercial Innovation | Leadership |
David Shi | Director (lead Researcher) | Leadership |
David Gilliand | Director | Leadership |
Christopher Heron | Head, CLO New Issue | Leadership |
Sandip Kalia | Director Program Management ( Client Life Cycle Management) | Leadership |
Gurinder Singh | Associate Director, IT Business Management & Robotics Process Automation (rpa) | Leadership |
Stephen D Morrison | Director | Leadership |
Chris Raybould | Regional Head (europe/apac), Trading & Execution Services | Leadership |
818 more people are available in the full profile.
Complete people profiles for Brewin Dolphin
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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Investments & Acquisitions by Brewin Dolphin
Brewin Dolphin has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Epoch Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided from Bath, United Kingdom. | epochwm.co.uk | Bath, United Kingdom | 2010 | Apr 2019 | •••• |
Complete acquisition details for Brewin Dolphin
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- Acquired stakes
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- Complete history
- Exports
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Timeline of Brewin Dolphin
4 dated milestones of Brewin Dolphin across 27 years, from founding to its latest funding, stage changes and deals.
- IPO Lists on the stock exchange (IPO).
- Funding First funding round of $22.7M.
- Acquisition Acquires Epoch Wealth Management.
- Exit Acquired by RBC Royal Bank.
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.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | – | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | |
| aviva.com | 1696 | London, United Kingdom | – | 27,873 | Insurance and asset management services are offered in multiple regions. | |
| schroders.com | 1804 | London, United Kingdom | – | 249 | Investment management and wealth management services are provided to clients. | |
| fnz.com | 2003 | London, United Kingdom | $1.9B | 954 | Wealth management solutions are delivered for asset managers. | |
| hsbc.com | 1865 | London, United Kingdom | – | 220,861 | Universal banking and financial advisory services are provided globally. | |
| bankofamerica.com | 1904 | Charlotte, United States | – | 208,000 | Commercial banking and asset management services are offered worldwide. | |
| spglobal.com | 1917 | New York, United States | $8M | 5,000 | Platform offering business intelligence solutions that combine data and actionable analytics for clients | |
| goldmansachs.com | 1869 | New York, United States | – | 333 | Investment banking services are delivered across multiple financial sectors. | |
| fisglobal.com | 1968 | Jacksonville, United States | – | 22,604 | Software suites for banks and financial institutions are provided. | |
| statestreet.com | 1792 | Boston, United States | – | 46,000 | Financial services are provided to asset managers worldwide. |
Detailed competitors of Brewin Dolphin
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
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Web traffic of Brewin Dolphin
The website of Brewin Dolphin (brewin.co.uk) receives about 43.9K visits a month and ranks #719,219 among all websites worldwide, #8,012 in Financial Planning and Management.
- Monthly visits43.9K
▲ 31.3% vs previous month
- Unique visitors14.8K
per month
- Global rank#719,219
among all websites
- Category rank#8,012
Finance · Financial Planning and Management
- Bounce rate45%
- Pages per visit3.5
- Average visit1 min 27 sec
- DevicesDesktop 45% · Mobile 55%
Websites whose visitors overlap most with Brewin Dolphin. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| charles-stanley.co.uk | 100% | 81.3K | #540,662 | View details | |
| sjp.co.uk | 93% | 522.4K | #93,933 | View details | |
axawealth.co.uk | axawealth.co.uk | 92% | – | – | – |
| avivainvestors.com | 88% | 58.9K | #574,529 | View details | |
| findawealthmanager.com | 88% | 10.7K | #2,183,706 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Brewin Dolphin
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Latest news on Brewin Dolphin
Complete news archive for Brewin Dolphin
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
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- Brand-specific news history
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Similar companies to Brewin Dolphin
10 companies that operate in the same segment as Brewin Dolphin (Asset Management), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | – | – | |
Provides mutual funds management and financial advisory services. | 1987 | Mumbai, Maharashtra, India | – | – | – | |
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | – | USD 6.37 B | 7,550 | |
Insurance, banking, and wealth management services are provided worldwide. | 1816 | Paris, France | – | USD 128.35 B | 100,040 | |
Diversified investment management services are offered across multiple asset classes. | 2001 | Rio De Janeiro, Rio De Janeiro, Brazil | USD 273 M | – | – | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | – | USD 126.21 B | 46,500 | |
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | – | USD 141.4 B | 211,000 | |
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | – | USD 78.79 B | 29,090 | |
Online platform for stock trading, mutual funds, and investment tools. | 1994 | Mumbai, Maharashtra, India | – | – | – |
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Frequently Asked Questions about Brewin Dolphin
Brewin Dolphin was founded in 1762 and raised its 1st funding round 247 years after it was founded.
Brewin Dolphin is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
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.
Brewin Dolphin's top competitors include Investec, Goldman Sachs and HSBC.
Brewin Dolphin offers Wealth Management Service, Online Investing, and Financial Planning.
Brewin Dolphin has made 1 acquisition, including Epoch Wealth Management.
Brewin Dolphin has 1 investor. Key investors include RBC Royal Bank.
Brewin Dolphin operates through Brewin Dolphin Holdings Limited.
Yes. Brewin Dolphin was acquired by RBC Royal Bank in March 2022.