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% |
Minimum investments
| Lump-sum | Top-ups | Monthly |
|---|---|---|
| £500 |
Compare + Invest review of Brewin Portfolio Service
| Products & wrappers | Research & guidance | Charges | Overall rating |
|---|---|---|---|
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.
