Brewin Dolphin

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.

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

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

• Wealth management services
• Investment advisory
• Financial planning
• Private wealth management
• Portfolio management

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core 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.

Named customers1 record

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered minor and flagship.

• Tudor International FreightminorOthers · 29 June 2026Co-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.
• PwCminorOthers · 29 June 2026Co-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)flagshipStrategic or Co-development PartnerBrewin 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

Market position

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/brewindolphin
• LinkedInlinkedin.com/company/brewin-dolphin

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A6 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brewin Dolphin