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Brewin Dolphin Limited
Robin Beer · Asset Manager · Multi-Strategy
RBC Brewin Dolphin, the trading name for Brewin Dolphin Limited, is one of the United Kingdom's leading wealth management firms with a history dating back to 1762. Headquartered in London, the institution provides a broad range of investment management and financial planning services to individuals, charities, and corporate clients through over 30 offices across the UK, Jersey, and Ireland. The firm specializes in bespoke discretionary management and managed portfolio services, focusing on long-term client relationships and high service standards. In September 2022, Brewin Dolphin was acquired by the Royal Bank of Canada (RBC), integrating it into one of the world's largest wealth management platforms while maintaining its heritage of personalized client service and local expertise.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +10.2% |
| YTD return | +4.9% |
| Sharpe ratio | 3.24 |
| Win rate | 42% |
| AUM | $9.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.brewin.co.uk |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 14.7% | +9.9% |
| GOOGL | Alphabet Inc Class A | 9.8% | +27.3% |
| AMZN | Amazon.com Inc | 7.4% | +16.3% |
| AVGO | Broadcom Inc | 7.1% | -2.5% |
| APH | Amphenol Corporation | 5.2% | +33.0% |
| BRK-A | Berkshire Hathaway Inc | 4.9% | +2.9% |
| LGGNY | Legal & General Group Plc | 4.6% | -0.0% |
| V | Visa Inc. Class A | 4.5% | +8.6% |
| NVDA | NVIDIA Corporation | 4.2% | +14.5% |
| SHEL | Shell PLC ADR | 4.1% | +30.5% |
| SUNB | Sunbelt Rentals Holdings, Inc. | 3.8% | +12.0% |
| RIO | Rio Tinto ADR | 3.8% | +38.6% |
| ICE | Intercontinental Exchange Inc | 3.7% | -2.5% |
| RELX | Relx PLC ADR | 3.7% | -19.4% |
| TMO | Thermo Fisher Scientific Inc | 3.5% | +15.8% |
| HLN | Haleon plc | 3.4% | -2.1% |
| FERG | Ferguson Plc | 3.2% | -3.9% |
| CMPGY | Compass Group PLC ADR | 2.9% | -0.0% |
| UL | Unilever PLC ADR | 2.8% | +5.3% |
| DEO | Diageo PLC ADR | 2.8% | -1.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 3, 2026 | BUY | V | 4.2% → 4.5% |
| Aug 3, 2026 | BUY | ICE | 3.6% → 3.7% |
| Aug 3, 2026 | SELL | SUNB | 4.6% → 3.8% |
| Aug 3, 2026 | BUY | TMO | 3.0% → 3.5% |
| Aug 3, 2026 | SELL | MSFT | 13.0% → 14.7% |
Investment Style Analysis
Brewin Dolphin Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 11, 2026, the firm oversees approximately $9.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Software - Infrastructure and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 3, Brewin Dolphin Limited made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
RBC Brewin Dolphin's investment philosophy is rooted in long-term capital growth and risk mitigation through diversified, research-driven portfolios. The firm utilizes a strategic asset allocation framework with a tactical overlay, allowing them to adapt to shifting market conditions while maintaining alignment with client risk profiles. Their strategy blends active and passive investment styles, selecting best-in-class assets across equities, fixed income, and alternatives. A key pillar of their philosophy is the integration of environmental, social, and governance (ESG) factors into the decision-making process, ensuring responsible ownership and the pursuit of sustainable, attractively valued growth opportunities for their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Brewin Dolphin Limited.
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Frequently asked questions
How is the simulated portfolio for Brewin Dolphin Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Brewin Dolphin Limited's largest holding?
As of the latest filing, Brewin Dolphin Limited's top position is Microsoft Corporation (MSFT), representing 14.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Brewin Dolphin Limited's historical performance and risk profile?
Our simulation indicates a total return of +10.2% with a win rate of 42%. Notably, the portfolio maintains a Sharpe Ratio of 3.24, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Brewin Dolphin Limited primarily invest in?
Brewin Dolphin Limited has a strong preference for the Software - Infrastructure sector, which makes up 14.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Brewin Dolphin Limited's portfolio concentrated or diversified?
Brewin Dolphin Limited runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 32.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Brewin Dolphin Limited performed in 2026?
Our AI-simulated model portfolio for Brewin Dolphin Limited tracks a Year-to-Date (YTD) return of +4.9%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robin Beer manage Brewin Dolphin Limited directly?
Yes, Robin Beer serves as the key portfolio manager for Brewin Dolphin Limited, overseeing the investment strategy and final capital allocation decisions.