Brewin Dolphin has moved up to ninth place in the annual Charity Fund Management survey.
According to the November issue of Charity Finance magazine, Brewin Dolphin has seen a 20% rise in its charity funds under management since 2010. Last year, the company was in tenth place.
“Our specialist advisors continue to provide charities of all sizes across Cornwall with relevant advice in particularly challenging conditions,” said Darryn Richards, head of Brewin Dolphin’s Truro branch.
“Charities are dealing with a range of pressures and charity portfolio management is an exacting business. We understand that having dedicated investment managers who understand the client and are able to tailor sound advice specifically for them has never been more important and that has been a key driver of our organic growth.”
Brewin Dolphin has been investing on behalf of charities for over 60 years and currently manages over £1.8 billion for charity clients, including educational establishments, religious organisations and charitable foundations across the UK.