# Brewin Dolphin
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brewin dolphin plc is one of the largest British investment management and financial planning firms with 33 offices throughout the UK, Jersey and Ireland. The company is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index. A wholly owned subsidiary, brewin dolphin Limited, is based in Dublin.
Episode 26: Shaping the Future of Client Relationships on the Buy-Side - with Wealth Managers at RBC Brewin Dolphin
Shaping portfolios, giving back, and building impact that goes beyond returns… ✍🏼
Welcome to the TWENTY-SIXTH episode of The Smart Money Show, recorded at RBC Brewin Dolphin’s Birmingham offices. This week we’re joined by three rising stars in investment management: Wolfie Papirnik, Harjot Wahiwa…
Episode 24, Part 1 – Jonathan Tweedie: Wealth Management & Leadership Advice
Jonathan Tweedie, Managing Director at RBC Brewin Dolphin, shares his journey from army officer to financial sector leader, reflecting on decision-making, trust, and adapting leadership frameworks to better serve clients. Listeners gain insight into how authentic leadership and client-centric think…
Time in the Market: Episode 37 – Investment Strategy for Today and Tomorrow with RBC Brewin Dolphin Chief Strategist, Guy Foster
In the latest episode of our award-winning series we are thrilled to welcome one of UK Wealth Management’s most lauded investment thinkers and strategists, Guy Foster, Chief Strategist at RBC Brewin Dolphin. The conversation begins with a review of the host’s and Guy’s overlapping working history, …
RBC Brewin Dolphin: We have moved away from the 60/40 portfolio
David Hood, head of investment solutions at RBC Brewin Dolphin, discusses the traditional asset allocation approach and how his firm tries to do it differently, with contributing editor David Thorpe, and funds correspondent Aamina Zafar.
The Asset Allocator Podcast discusses the big issues in UK …
#162: Empowering women, financial planning, cash ISAs, economic shifts, and inclusive advice with Shaz Bishop
Shaz Bishop is a wealth manager at RBC Brewin Dolphin. With over 21 years of expertise in financial services, Shaz advises private clients on comprehensive wealth strategies, including tax-efficient investments, pension planning, inheritance tax mitigation, trusts, and international investments.
H…
Podcast #173: DFM loyalty and the future for independent IFAs, with RBC Brewin Dolphin's Ian Kloss
This week on IFA Magazine’s IFA Talk podcast, we explore what keeps advisers loyal to discretionary fund managers, how retirement income planning is evolving, and whether smaller independent IFAs can still compete in a rapidly changing advice market.
To discuss this further, Meg Bratley and Jenny …
Industry Review: The Stock Market
For this week’s Industry Review we look at the stock market - what it actually is, what drives it up and down, and why it matters even if you’ve never bought a share in your life.
From interest rates and inflation to global tech giants and pension funds, we’ll unpack how money really moves through…
New property opportunities enable investors to target growth as well as income
When allocating to property funds, investors have typically focused on the income potential, but the evolution of the asset class means growth potential increasingly exists, according to the guests on the latest FT Adviser podcast.
Marcus Phayre-Mudge, head of property investment at Columbia Thread…
Tech stocks could ‘suffer’ and face a ‘difficult’ time if bond yields continue to rise
Are bonds becoming attractive again? Can the AI trade continue to drive equity markets? And with concerns over government debt, inflation and geopolitical risk mounting, where can investors still find a safe haven?
Janet Mui, head of market analysis at RBC Brewin Dolphin, joins the Asset Allocator …
60. How To Avoid Stress with Alex Blake
We live in a world with many things that stress us out. How to overcome it? Alex Blake shares his valuable insights. P.M.A. Obviously! (Positive. Mental. Attitude) was setup in 2020 with the ultimate goal of suicide prevention. From personal mental illness struggles for over 15 years, he has been i…
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