Brewin Dolphin (BDNHF) Stock Price, News & Analysis

Company Overview

Brewin Dolphin is a UK‐based wealth management firm that provides personalized investment and financial planning solutions to private clients, families, charities and corporate entities. The firm offers both discretionary and advisory portfolio management services, tailoring investment strategies to individual risk profiles and long‐term goals. Alongside core wealth management, Brewin Dolphin delivers estate and tax planning, retirement advice, trust and fiduciary services designed to preserve and grow client assets.

In its discretionary service, Brewin Dolphin employs a blend of in-house research and external specialist insights to construct diversified portfolios across equities, fixed income, alternatives and multi-asset products. Advisory clients benefit from ongoing review meetings, bespoke investment proposals and access to thematic and sector research. The firm’s financial planning team assists clients with retirement projections, cash-flow modelling and inheritance planning, ensuring a cohesive approach to intergenerational wealth transfer.

Headquartered in London, Brewin Dolphin maintains a network of regional offices across the United Kingdom, the Channel Islands and Ireland, as well as an international presence in Asia through its Hong Kong office. This geographical footprint enables the firm to serve clients with cross-border requirements and to leverage market insights from key financial centres. The firm’s client base ranges from high-net-worth individuals in major urban centres to family offices and charitable foundations with global investment interests.

Founded in 1762, Brewin Dolphin is one of the longest-established wealth managers in the UK. In 2022, the company was acquired by the Royal Bank of Canada’s Wealth Management division, transitioning into a privately held subsidiary. This acquisition has allowed Brewin Dolphin to combine its heritage and specialized expertise with the broader resources of a global banking group, while continuing to operate under its own brand and deliver bespoke wealth management services.

Key Stats

• Today's Range: $2.99 to $2.99
• 50-Day Range: $2.99 to $2.99
• 52-Week Range: $2.56 to $4.58
• Volume: N/A
• Average Volume: 17,600 shs
• Market Capitalization: N/A
• P/E Ratio: N/A
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Industry, Sector and Symbol

• Stock Exchange: OTCMKTS
• Sector: Finance
• Industry: Capital Markets
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• Current Symbol: OTCMKTS:BDNHF
• CIK: N/A
• Web: www.brewin.co.uk
• Phone: 44 20 7248 4400
• Fax: N/A
• Employees: 2,152
• Year Founded: N/A

Profitability

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Debt

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Sales & Book Value

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Miscellaneous

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• Optionable: Not Optionable
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