Brewin Dolphin

Brewin Dolphin is an independently owned, investment management company that has been investing assets on behalf of charitable organisations for decades. The dedicated Scottish Charity investment team works with a wide range of clients across the length and breadth of the country.

 

How we work together

Every one of our charity clients are different in their objectives and requirements. We take time to understand each organisation’s unique circumstances, financial objectives, risk appetite and ethical considerations, before building a portfolio tailored to a charity’s specific needs and actively manage this through time. 

 

A direct relationship 

  • Our dedicated Scottish charity investment team will get to know each charity and its needs

  • We will provide advice on investment policy and objectives, carefully manage the assets, and report thoughtfully to Trustees and Executives on progress.

 

A service tailored to your charity 

  • Managed under a retail agreement – full regulatory protection

  • Strategies aligned to the charitable principles of each organisation and their ethical and ESG requirements

 

Dedicated to supporting charity trustees for the long-term 

  • Long-term view on investments and the macro environment

  • Guided and advised by our in-house, award winning Research Team

 

Added value from our charity experts

  • Investment Policy Statement guidance

  • Training, seminars and networking events for trustees and executives

 

We pride ourselves on the strong and lasting relationships that we build with charity executives and trustees in helping them meet their financial goals. 

 

For more information, please contact Lynne Lamont, Head of Charities, Scotland. 

Email: lynne.lamont@brewin.co.uk

Tel: 0131 300 2803

 

Website: www.brewin.co.uk/charities

Twitter: @brewindolphin

LinkedIn: linkedin.com/company/brewin-dolphin/

 

The value of investments and any income from them can fall and you may get back less than you invested.

We can only guarantee the screening of direct investments against the following criteria; Alcohol, Armaments, Gambling and Tobacco

 
David & George