Brewin Dolphin is the UK's leading independent private client investment manager with the only truly national branch network, with more than 130,000 advisory and discretionary clients, and over £25bn of Assets Under Management. It is currently in the process of divesting its relatively small corporate finance division, leaving it as a pure asset manager/stockbroker. Over 90% of its revenue comes from private clients but it also manages £1.8bn of charitable funds. Its execution-only stockbroking service administers over £4bn of assets for clients but contributes less than 5% of group revenue. The group's size enables it to run a large (and award-winning) internal research department with 21 analysts/economists/researchers - nearly five times the average for the rest of the sector - supplying superior advice at a lower cost per £1m of AUM. Its other distinguishing features are a greater willingness to cater for advisory clients and for the 'mass affluent' rather than just for 'High New Worth' discretionary clients and a very high level (83%) of satisfied customers.
WHY CHOOSE ED
"Many thanks to @equity_research for a superb Investor Forum. $BMK.L , $VLG.L & $VP.L all interesting companies. I recommend these events. "
"We cannot thank you enough for opening our eyes to private investors."
"MHP believes commissioned research is an important part of the toolkit to attract new investors and improve liquidity. We rate ED's analysts and research very highly as one of the leading providers in this space."
"One of the biggest problems private investors have, is getting access to broker research. It’s basically impossible for many investors. Therefore I feel some commissioned research is really important and a good investment for companies. In my experience ED are far more proactive than other firms in this space."
Blogger and Stockopedia Contributor
"There is a need now, more than ever before, for real insight and clarity to be brought to company messages for investors….I would strongly recommend Equity Development to the management of any company."
Small Cap Equity Salesman
"From early days as a private company through to being established on AIM, I have always been able to rely on ED for wise counsel, perceptive research and introductions to new, supportive shareholders."
"I would like to thank and congratulate you, particularly Liz, on your note. It’s short, sharp, pulls out the key issues and I believe will be a valuable asset for our retail outreach."
"The team at ED consistently produce high quality research and highlight profitable investment opportunities, an invaluable tool for small cap investors in this under researched space."
"I thoroughly enjoyed the investor evening again, and as before its good that you get such an interested audience who engage and ask us all decent questions."