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RBC Brewin Dolphin

12 Smithfield Street, London, EC1A 9BD, United Kingdom , Greater London
4.6
322 Reviews
Today: Open now | Tomorrow (Saturday): 10:00 - 19:00
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More About Business

Business Name: RBC Brewin Dolphin (Trading name of Brewin Dolphin Limited)

RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers, tracing its prestigious origins back to 1762. Following its acquisition by the Royal Bank of Canada (RBC) in 2022, the firm combined its deep British heritage with the global strength of one of the world’s largest banks. The company’s mission is to help clients achieve their long-term financial ambitions through expert, personalized financial planning and investment management.

Serving individuals, charities, and pension funds, RBC Brewin Dolphin offers a comprehensive value proposition that spans bespoke discretionary investment management, retirement planning, and tax-efficient investing. The firm operates through a network of over 30 regional offices, ensuring that high-net-worth clients and financial intermediaries receive local expertise backed by global research insights. Its services are designed to navigate complex market cycles, focusing on capital preservation and sustainable growth. Whether managing a simple ISA or a complex multi-generational estate, RBC Brewin Dolphin prides itself on a client-centric approach, integrity, and absolute transparency in its fee structures. By integrating sophisticated digital tools with traditional face-to-face advice, the firm remains at the forefront of the wealth management industry, managing over £50 billion in assets as part of the wider RBC Wealth Management group.

Business Helpdesk Number: 442032013900

Founder Name: John Dawes (Original Founder, 1762) / Robin Beer (Current CEO)

Founded Date: 1762 (Current legal entity incorporated 1987)

Phone Number: 442072484400

Email Address: [email protected]

Website URL: https://www.brewin.co.uk

Physical Address: 12 Smithfield Street, London, EC1A 9BD, United Kingdom

Landmark: Near St. Bartholomew's Hospital / Smithfield Market

Service or Products: Discretionary Investment Management, Financial Planning, Retirement Advice, Inheritance Tax Planning, Charity Investment Management, Execution-Only Trading.

Amenities: Private Meeting Suites, Online Client Portal (MyBrewin), Regular Market Insights, Specialized Research Reports.

Accepted Payment Methods: Bank Transfer (BACS/CHAPS), Electronic Funds Transfer (EFT).

Languages Supported: English.

Specialization: Wealth Planning, Portfolio Management, Pension Transfers, ESG & Responsible Investing.

Certifications: FCA Regulated (FRN: 124444), CISI (Chartered Institute for Securities & Investment) Accredited.

Social Media Links:

LinkedIn: linkedin.com/company/rbc-brewin-dolphin

Twitter/X: @BrewinDolphin

Business Registration Number: 02135876

Brand Association Name: Royal Bank of Canada (RBC)

Working Hours: Monday-Friday: 09:00 AM – 05:30 PM

Year Founded: 1762

Brands: RBC Brewin Dolphin, Brewin Portfolio Service (BPS).

Number of Employees: 2100

Associations: PIMFA (Personal Investment Management & Financial Advice Association), WMA.

FAQ

1. Is Brewin Dolphin still a public company?
No, it was a member of the FTSE 250 until 2022, when it was acquired by the Royal Bank of Canada and became a private subsidiary.

2. What is the minimum investment amount?
For the Brewin Portfolio Service (BPS) online, the minimum is £500. For bespoke Discretionary Wealth Management, the minimum typically starts at £250,000, though this can vary by office.

3. Are my investments protected?
Yes, RBC Brewin Dolphin is a member of the Financial Services Compensation Scheme (FSCS), which provides protection up to a certain limit if a firm is unable to meet its obligations.

4. Can I manage my account online?
Yes, all clients have access to the MyBrewin portal and app, which provides secure, real-time access to valuations, performance reports, and secure messaging with your manager.

5. Does the firm offer ethical or green investing?
Absolutely. We offer dedicated Socially Responsible Investment (SRI) portfolios that focus on companies with high ESG (Environmental, Social, and Governance) scores.

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Quick Information

Business summaryRBC Brewin Dolphin offers award-winning investment management and financial advice tailored to your goals.
Year of Establishment1762
AssociationsPIMFA (Personal Investment Management & Financial Advice Association), WMA.

Support

Contact the official RBC Brewin Dolphin Support Number for fast, reliable assistance in the Business Services industry. The RBC Brewin Dolphin customer care team is available to handle inquiries. You can also access the RBC Brewin Dolphin official website at www.brewin.co.uk/ for complete service details. For written queries, use the RBC Brewin Dolphin support email. Located at 12 Smithfield Street, London, EC1A 9BD, United Kingdom, London, Greater London United Kingdom.

Reach the RBC Brewin Dolphin contact number to connect with verified experts in the Business Services sector. The RBC Brewin Dolphin helpline offers quick resolutions and trusted guidance. You can also contact the RBC Brewin Dolphin support team through official RBC Brewin Dolphin email for professional assistance.