Brewin Dolphin
Brewin Dolphin (now RBC Brewin Dolphin) is a UK wealth manager serving affluent individuals, business owners, executives, and family offices. It delivers personalised financial planning and investment management through 30+ offices across the UK, Ireland, and Jersey, operating as a subsidiary of Royal Bank of Canada.
- Company typePrivate
- Founded1762
- HeadquartersLondon, United Kingdom
- Headcount1,001–5,000
- GTM typeB2C
- OfferingServices
What Brewin Dolphin does
Brewin Dolphin, now operating as RBC Brewin Dolphin following its 2022 acquisition by Royal Bank of Canada, is a UK-based wealth management firm serving high-net-worth individuals, business owners, corporate executives, ultra-high-net-worth clients, and institutional segments including charities and financial intermediaries. The company delivers personalised financial planning, investment management, pensions and retirement planning, inheritance tax and estate planning, banking services, philanthropy advisory, and trusts and foundations services through a network of over 30 offices across the UK, Ireland, and Jersey, complemented by digital channels including the Brewin Portfolio Service (BPS) online investing platform.
The firm's revenue model is based on recurring fees calculated as a percentage of assets under management (AUM), typically ranging from 1% to 1.5% annually. Minimum investable asset thresholds segment the client base: £250,000 for the core RBC Brewin Dolphin service tier, £5,000,000 for the RBC Private Wealth tier, and a lower-threshold self-directed option via BPS. The customer base spans affluent individuals and families as the primary segment, with secondary segments addressing business owners requiring exit planning, corporate executives managing complex compensation, UHNW clients and family offices, and B2B channels serving financial intermediaries, professional partners, and charities.
Post-acquisition, Brewin Dolphin functions as a core wealth management solution within RBC Wealth Management's UK operations, operating alongside RBC Private Wealth and the Brewin Portfolio Service. The company benefits from RBC's global banking infrastructure, credit ratings from Moody's, S&P, and DBRS, and access to global research and capital resources, while maintaining its established brand identity and local adviser-driven distribution model. The firm's history traces back to 1762, and its acquisition track record includes Epoch Wealth Management (2019), Mathieson Consulting (2019), Duncan Lawrie Asset Management (2016), Tilman Brewin Dolphin (2011), and others, reflecting a long history of consolidation-led growth.
Brewin Dolphin firmographics
Firmographics- Name
- Brewin Dolphin
- Legal name
- RBC Wealth Management United Kingdom
- Website
- https://brewin.co.uk
- Company type
- Private
- Founded year
- 1762
- Operating status
- Operating
- Headcount range
- 1,001–5,000 employees
- Short description
- Brewin Dolphin (now RBC Brewin Dolphin) is a UK wealth manager serving affluent individuals, business owners, executives, and family offices. It delivers personalised financial planning and investment management through 30+ offices across the UK, Ireland, and Jersey, operating as a subsidiary of Royal Bank of Canada.
- Ownership category
- akta.pro rank
Brewin Dolphin industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)
- SIC
- Investment Advice (6282), Finance Services (6199)
- akta.pro primary industry
- Family Office Services (Single & Multi-Family Office) (FSABADAF)
Keywords
Where Brewin Dolphin is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Offices4 records
Markets served
Brewin Dolphin business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Wealth Management Fees: Fees calculated as a percentage of assets under management (AUM), typical industry structure for UK wealth managers ranging between 1% and 1.5% annually
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | RBC Brewin Dolphin personalised wealth planning service |
| Subscription | Annual | RBC Private Wealth integrated solutions |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Brewin Dolphin product offering
Product offeringCore offering
Brewin Dolphin, operating as RBC Brewin Dolphin, provides personalized wealth management and investment advisory services to affluent and high-net-worth individuals, families, business owners, and corporate executives across the UK, Ireland, and Jersey. Services include bespoke financial planning, investment management, pensions and retirement planning, inheritance tax and estate planning, banking, philanthropy, and trusts and foundations, delivered through a network of over 30 local offices with dedicated wealth managers.
Product overview
Brewin Dolphin operates as part of RBC Wealth Management's portfolio of wealth management offerings. The brand encompasses two distinct service tiers: RBC Brewin Dolphin serves as the primary personalised wealth planning and investment advice service for clients with £250,000+ in investable assets, while the Brewin Portfolio Service (BPS) provides a more accessible, online-only investment platform for self-directed investors. Brewin Dolphin was acquired by Royal Bank of Canada (RBC) and now functions as a sub-brand within the larger RBC Wealth Management platform alongside RBC Private Wealth (serving UHNW clients from £5,000,000) and RBC International Trusts.
Differentiator
Problem solved
Functional benefit
Brands
- RBC Private Wealth: Integrated solutions for significant and complex wealth, from £5,000,000 across investable assets and lending.
- Brewin Portfolio Service (BPS)
- RBC International Trusts
Products and services
- RBC Brewin Dolphin Personalised financial planning and investment advice service for clients with a minimum of £250,000 in investable assets. Provides tailored wealth planning strategies reflecting clients' life, priorities, and ideas, including investment management, pensions, inheritance tax planning, banking, and philanthropy.
- Brewin Portfolio Service (BPS) Online investment platform offering expertly designed portfolios aligned with clients' investing style, risk tolerance, and goals. Provides simple, guided, self-directed investing through a digital interface, with ready-made portfolios for retail investors.
- RBC Private Wealth Integrated wealth solutions for ultra-high-net-worth clients with significant and complex wealth, requiring a minimum of £5,000,000 across investable assets and lending. Coordinates complex, multi-generational wealth structures.
- RBC International Trusts Specialist trust structures designed for long-term wealth preservation, protecting privacy, and providing long-term stability for families with international or multi-generational needs.
Companies that use Brewin Dolphin
Customer profileNamed customers1 record
Segments7 records
Ideal customer profiles6 records
Brewin Dolphin technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Brewin Dolphin partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered minor and flagship.
- Tudor International FreightminorCo-sponsor of Yorkshire Business of the Year Awards 2027 alongside PwC and RBC Brewin Dolphin. Awards cover 16 categories with winners announced at a gala dinner in February 2027.
- PwCminorCo-sponsor of Yorkshire Business of the Year Awards 2027 alongside Tudor International Freight and RBC Brewin Dolphin. Awards cover 16 categories with winners announced at a gala dinner in February 2027.
- RBC (Royal Bank of Canada)flagshipBrewin Dolphin operates as part of RBC Wealth Management UK, benefiting from RBC's global strength, stability, credit ratings from Moody's, S&P and DBRS, and access to global research and capital resources. RBC is expanding its wealth management division globally.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
Brewin Dolphin competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Brewin Dolphin social profiles
Digital presenceBrewin Dolphin financial estimates
Financial estimateRevenue estimate
Valuation estimate
Brewin Dolphin leadership team
Management profileNumber of profiles
Profiles2 records
Brewin Dolphin funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Brewin Dolphin M&A and investment
M&A and investmentM&A6 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Brewin Dolphin
What does Brewin Dolphin do?
Brewin Dolphin, operating as RBC Brewin Dolphin, provides personalized wealth management and investment advisory services to affluent and high-net-worth individuals, families, business owners, and corporate executives across the UK, Ireland, and Jersey. Services include bespoke financial planning, investment management, pensions and retirement planning, inheritance tax and estate planning, banking, philanthropy, and trusts and foundations, delivered through a network of over 30 local offices with dedicated wealth managers.
Is Brewin Dolphin a public or private company?
Brewin Dolphin is a private company. It is classified as corporate owned and is currently operating.
When was Brewin Dolphin founded?
Brewin Dolphin was founded in 1762. It employs 1,001 to 5,000 people.
Where is Brewin Dolphin based?
Brewin Dolphin is headquartered in London, United Kingdom, in the Europe region.
How does Brewin Dolphin make money?
One revenue line is on record: wealth Management Fees.
Does Brewin Dolphin have an API?
No public API is recorded for Brewin Dolphin.
What industry is Brewin Dolphin in?
Brewin Dolphin's product category is Wealth Management. Its primary akta.pro industry code is FSABADAF, Family Office Services (Single & Multi-Family Office). Its NAICS code is 52394 and its SIC code is 6282.