Brewin Dolphin Share Discussion Threads

[97peter] 14/2/2019 19:17

Seems a bit like 2 steps forward one back! Goes to 305p then back to 299. Will maybe rise to 309 on Monday then stay at 305 for a few days, steadily on its way to 340-345 by May 2019. Plenty of small and steady buys.

[rock star] 07/2/2019 08:15

Oxman. I think firms like Rathbones and Brewins charge too much for what they offer and their model will be challenged by fintech.

I think their fees will have to come down.

Incidentally if Sterling goes up post brexit it might well drop their Funds Under Management.

[97peter] 06/2/2019 19:03

Hold it will be back to 345-350p soon after Brexit and this stupid turmoil playing into the hands of the MM’s.

[its the oxman] 01/2/2019 16:00

Rock Star, do you hold? , you only ever seem to trash the investment case and post negative comments.

[rock star] 23/1/2019 07:16

I’m concerned that quite a few wealth mangers will move to the new Arden Wealth Management outfit.

[topvest] 04/1/2019 15:58

I've top sliced half of mine today on strength, so now a nil cost share. 3-bagged since buying nearly 10 years ago and collected some good dividends. Will keep the rest, but the outlook is uncertain. One to add in a bear market like when I purchased in 2009.

[tenapen] 29/12/2018 10:07

No one is looking ! but BRW results yesterday were good IMO. With a increased dividend of 9% bodes well for Brokers and fund managers across the board !.

[its the oxman] 25/7/2018 09:14

Very positive update for Q3. Confirming strong growth continues.

[danieldanj] 24/7/2018 20:33

Brewin Dolphin (BRW) Earnings-Reaction to Keep an Eye

[its the oxman] 23/7/2018 08:36

342p time to buy before the next run up - 400p possibly.? On target to beat forecasts I believe if we continue to see growth on 2h last year. Nice chunky dividend. Still a good number of (wealthy) customers who see a place in the market for the services they offer.

[rock star] 11/3/2018 03:49

I was speaking to someone in the industry the other day and the old wealth managers are really just IFA’s as they are mainly fund based so all they do is asset allocation which puts them in competition with robo-advisors.

[its the oxman] 30/11/2017 15:24

Good results and outlook. Could even challenge 400p come Xmas.

[tenapen] 19/7/2017 20:44

With Share plc reporting good trading volume's a few weeks ago, and Jarvis hopefully reporting good volume's tomorrow ! there should be the strenght for BRW to at least hold this level if not push a wee bit higher.

[sux_2bu] 19/7/2017 16:22

Share price grinding.....triple top.....needs to find strength or it will keel over.

Keeping an eye on this. :-)

[janekane] 01/6/2017 09:49

Looking good

[its the oxman] 18/5/2017 08:48

True in some cases, guess some people hate any form of fee and so just want bucket shop market trackers nowadays which is not a bad option, but for those that don't BRW seem to be adding value and doing ok. Small position for me.

[rock star] 17/5/2017 10:09

Problem is these old style managers charge a lot and don't add a lot of value/performance.
The asset management industry has hit peak charges.

[its the oxman] 17/5/2017 08:39

Good results, positive momentum / outlook although like all fund managers somewhat dependent on wider market levels. Nice increase in dividend.

[its the oxman] 13/4/2017 12:43

Chart suggests to me we could push higher toward old 350p high shortly if main market can put together some decent up days.

[rock star] 05/4/2017 20:25

Interesting comments from Neil Woodford.

"Over the last couple of years, an increasing proportion of fund flow appears to be going to either passive strategies or genuinely active fund managers. The industry is becoming increasingly polarised and there is a huge chunk of the industry that will be feeling very nervous about this trend. There are a lot of funds out there that claim to be actively-managed but, in reality, they are nothing of the sort – they are closet-trackers, broadly tracking the performance of the market but charging investors active fees for the privilege of receiving, at best, mediocre performance.
Over the years, the practices of closet-indexation and fee obfuscation have contributed to an unfortunate erosion of trust and confidence in the active investment industry. From here, though, the future for this part of the industry looks rather bleak. With the regulator seemingly keen to ensure a clearer link between performance and charges, life is going to get even tougher for closet-tracker funds and the fund management companies that offer them.
In a future world of greater transparency, there is a role to be played by passive funds and a role to be played by truly active fund managers. But the rest of the industry may struggle. In my view, that will be a good outcome for investors.
This article first appeared in Money Marketing on 5 April 2017.

[janekane] 10/3/2017 07:43

Payday Ive reinvested mine

[janekane] 16/2/2017 13:07

Ex divi today 9.14 p hence the drop

[tenapen] 19/12/2016 19:33

Maybe this is the start of some sort of consolidation in the sector !.

[rock star] 19/12/2016 07:37

They are paying a lot of money for FUM. Smells of having to grow revenue by acquisition rather than organic growth. The long term capital growth for BRW shareholders has not been good.

[rock star] 23/9/2016 10:38

I can't believe there is much growth in this business model. They(and others) have ramped up customer costs with no added value in a period when passive funds have done better.

All the old values have gone from the industry imo.