Brewin Dolphin
Founded on the belief that the successful management of wealth takes an understanding of money.
- Healthcare
| Date | Investors | Amount | Round |
|---|---|---|---|
* | CAD2.6b Valuation: CAD2.6b 3.9x EV/Revenue 19.5x EV/EBITDA | Acquisition | |
| Total Funding | 000k | ||
| GBP | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|---|
| Revenues | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % growth | 6 % | 8 % | 2 % | 3 % | 11 % | - | 5 % |
| EBITDA | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % EBITDA margin | 24 % | 25 % | 22 % | 23 % | 25 % | 20 % | - |
| Profit | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| % profit margin | 15 % | 17 % | 15 % | 16 % | 15 % | 13 % | 8 % |
| EV | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
| EV / revenue | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| EV / EBITDA | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x | 00.0x |
| R&D budget | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 | 0000 |
Source: Company filings or news article
Related Content
Brewin Dolphin is a prominent wealth management firm with a rich history dating back over 250 years. The company specializes in providing personalized financial planning and expert advice to individuals, families, and institutions. Operating primarily in the UK, Brewin Dolphin serves a diverse clientele, including high-net-worth individuals, business owners, and retirees, helping them achieve their financial goals through tailored investment strategies and comprehensive wealth management services.
The business model revolves around building long-term relationships with clients, understanding their unique financial situations, and crafting customized plans to meet their needs. Brewin Dolphin generates revenue through advisory fees, asset management fees, and other financial services. The firm emphasizes an inclusive culture, valuing diverse perspectives to enhance their service offerings.
Key services include investment management, retirement planning, tax-efficient investing, and estate planning. Brewin Dolphin also collaborates with various partners to bring a wide range of viewpoints into their business, furthering their commitment to inclusivity and innovation in financial services.
Keywords: wealth management, financial planning, investment strategies, high-net-worth clients, personalized advice, asset management, retirement planning, tax-efficient investing, estate planning, inclusive culture.
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Investments by Brewin Dolphin
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