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Brewin Portfolio Service

Brewin Dolphin is one of the oldest wealth managers in the country. It has been around for a long time so when it comes to wealth management there is little it doesn’t know about investments.

This is its online accessible service for people with more modest portfolios. It comes with a mobile app and offers investors six risk-rated portfolios via ISAs, JISAs and GIAs.

There is a minimum investment of £500. The overall charge is made up of Brewin’s management fee of 0.7% and portfolio costs that range from 0.11% to 0.23%.

Available products & wrappers

General investments ISAs Lifetime ISAs Junior ISAs Pensions & SIPPs Junior pensions & SIPPs Other
Bare trusts - Investing for beneficiaries under 18

Table of charges

Platform charges Product charges Other charges
Management Charge 0.70%
Average underlying fund charge 0.09%

Research, tools and information

Advice, help and contact

Wealth managers available on call back.

Insight

Articles, blog posts, guides and the occasional podcast.

Further services

Full wealth management services.

Minimum investments

Lump-sum Top-ups Monthly
£500

Compare + Invest review of Brewin Portfolio Service

Products & wrappers Research & guidance Charges Overall rating
3/5
3/5
3/5
3/5

What is it Brewin Portfolio Service

This is the low-cost, accessible service from discretionary wealth giant, RBC Brewin Dolphin. For a minimum investment of £500, investors can choose from one of six risk-rated portfolios, according to their investment goals and attitude to risk. There’s a mobile app and a good range of guides, articles and podcasts to help demystify and explain the world of investment. The accounts on offer are ISA, Junior ISA and a general investment account.

Our review of Brewin Portfolio Service

Brewin Portfolio Service is a basic service for more modest portfolios. On the upside, investors benefit from the breadth and depth of the investment house’s expertise.