Our long heritage in Edinburgh can be traced back to William Bell, an accountant in 1841 who subsequently became a stockbroker and one of the founders of what became Bell Lawrie White. This firm was acquired by Brewin Dolphin in 1993. In Edinburgh we offer a wealth management service that reflects the individual needs of each client. To achieve this we need to get to know our clients well and understand what is important to them.
While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible and identify ways to save money.
What RBC Brewin Dolphin can do for you
Our specialists in Edinburgh offer a personalised wealth management service that reflects the individual needs of each client. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and managing the tax payable on their investments. We also provide effective planning, to help you allocate your available financial resources in the most efficient and effective way possible.
Services for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:
- Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
- More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
- Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.
Investment services for charities
Helping charities to achieve their investment goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.
- Investment Management – We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to its specific needs.
- Reporting & Administration – You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.
For smart advice that’s tailored to you, speak to one of our financial advisers today.
How to get to the office
Our office is located just outside Edinburgh city centre and is a 9-minute walk from Haymarket railway station.
Key Contacts
Private Client
Johnny McGlynn
Head of Office & Head of Business Development
Intermediaries
Graeme Bowden
Regional Sales Manager
Katy Middleton
Business Development Sales Support
Charities
Lynne Lamont
Head of Charities
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Find out how we can help guide your wealth journey.