Brewin Dolphin Holdings is a holding company. Through its subsidiaries, Co. is engaged as a wealth manager. Co.'s core services include: Wealth Management, which focuses on protecting and growing wealth; Investment Management for clients who want personal focus on their investment portfolio; Financial Planning, which helps address its clients' wider financial planning needs including advice on investment, protection or retirement requirements; Managed Portfolio Service for financial advisers who offer a suite of risk rated model portfolios; Brewin Portfolio Service for clients with smaller sums to invest; and Execution Only, which includes custody, trade execution and settlement services.
theScreener is the market leader for independent valuations of financial securities, equities, sectors and markets, and new funds. theScreener's ratings, analyses are used by leading banks, asset managers and financial portals. Approximately 10,000 workstations benefit from theScreener's services, with over millions of customer accounts actively analysed.
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