Brewin Dolphin Holdings PLC (BRW) - Company Capsule
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Brewin Dolphin Holdings PLC (BDH) is a financial service provider which operates through its business units such as investment management and financial planning. The company's investment management unit offers portfolio management, support and security, ISAs, payment services, tax services, bespoke private wealth management, day to day investment management, and tailored solutions. Its financial planning unit provides lifelong planning, retirement planning, estate planning, tax efficient investments, earning planning, school fees planning, and family protection planning services. BDH also provides financial advisory services, discretionary management, funds management, due diligence, literature library, funds and fixed income research, and personalized and discretionary wealth management services, among others. The company offers its services to charities, trusts, and public and private clients. It has operations in the UK and Channel Island. BDH is headquartered in London, the UK.