RBC Brewin Dolphin

Institutional Investor England, United Kingdom ·Founded 1762

Overview

RBC Brewin Dolphin is a UK-based wealth management firm offering discretionary investment management and financial planning services to private clients and institutions. The firm provides a range of services, including discretionary investment management, advisory investment management, Brewin portfolio services, model portfolio service, managed portfolio, investment fund management, execution, and financial planning and investment management services, as well as expert witness report services. The company was founded in 1762 and is headquartered in London, the United Kingdom. As of September 27, 2022, Brewin Dolphin Holdings PLC operates as a subsidiary of Royal Bank of Canada. The firm offers a comprehensive suite of wealth management services, including discretionary investment management, advisory investment management, Brewin portfolio services, model portfolio service, managed portfolio, investment fund management, execution, and financial planning and investment management services, as well as expert witness report services. The company was founded in 1762 and is headquartered in London, the United Kingdom. As of September 27, 2022, Brewin Dolphin Holdings PLC operates as a subsidiary of Royal Bank of Canada. RBC Brewin Dolphin is a UK-based wealth management firm offering discretionary investment management and financial planning services to private clients and institutions. The firm provides a range of services, including discretionary investment management, advisory investment management, Brewin portfolio services, model portfolio service, managed portfolio, investment fund management, execution, and financial planning and investment management services, as well as expert witness report services. The company was founded in 1762 and is headquartered in London, the United Kingdom. As of September 27, 2022, Brewin Dolphin Holdings PLC operates as a subsidiary of Royal Bank of Canada.

Investment Focus

  • Preference for investments in the UK, Ireland, and Channel Islands
  • Focus on growth, late-stage, pre-IPO, buyout, turnaround, and distressed opportunities
  • Interest in a diverse range of industries, including financial services, real estate, technology, healthcare, consumer goods, energy, utilities, telecommunications, materials, industrials, consumer services, basic materials, consumer non-durables, consumer durables, and financials
  • Commitment to ESG and impact investing principles

Portfolio Companies

BPRoyal Bank of ScotlandSainsbury'sLegal & GeneralDiageoUnileverBritish American TobaccoImperial BrandsAstraZenecaGlaxoSmithKlineHSBCBarclaysAvivaPrudentialRoyal Dutch ShellTescoLloyds Banking GroupStandard CharteredNextMarks & Spencer

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Frequently asked questions about RBC Brewin Dolphin

What sectors does RBC Brewin Dolphin invest in?

RBC Brewin Dolphin invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in England, United Kingdom. RBC Brewin Dolphin is listed as a institutional investor in the ConnectSafely investor database.

What stage does RBC Brewin Dolphin invest at?

RBC Brewin Dolphin backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.

Which regions does RBC Brewin Dolphin invest in?

RBC Brewin Dolphin invests across United Kingdom, Ireland and Channel Islands.

What companies has RBC Brewin Dolphin invested in?

RBC Brewin Dolphin's portfolio includes BP, Royal Bank of Scotland, Sainsbury's, Legal & General, Diageo, Unilever, British American Tobacco and Imperial Brands.

Last updated · Source: ConnectSafely investor database