Company Information

Get to know Brewin Dolphin

Founded in 1762, Brewin Dolphin is one of the oldest and largest wealth management firms in the UK. In 2022, it was acquired by the Royal Bank of Canada (RBC) and subsequently rebranded as RBC Brewin Dolphin. The company specializes in personalized wealth management, offering a range of services including discretionary investment management, financial planning, and advisory services for private clients, intermediaries, charities, and corporate entities. Its mission is to help clients achieve their financial goals through expert, tailored advice and robust investment strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Brewin Dolphin

N/A

Founded in

1762 (264 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

Security Information :

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.