Explore how we help
We create a plan tailored to your complex needs
WHO WE HELP
Individuals and families
Your wealth, goals and family priorities
Business owners and entrepreneurs
Your business, wealth and next steps
Corporate executives
Complex income, equity and career transitions
International individuals and families
Life and wealth across multiple countries
UHNW and Family Offices
Significant, complex and multi-generational wealth
YOUR IDEAS & GOALS
Plan for growth
Grow your wealth and open up new opportunities
Live well
Live life to the fullest, today and into the future
Secure your future
Be prepared for whatever may happen
Make a difference
Support the people and causes you care about
WORKING WITH PROFESSIONALS
Intermediaries
Scale, security and investment discipline for your clients
Professional partners
Specialist support to enhance your client offering
Charities
Effective governance, oversight and long-term sustainability
About RBC Wealth Management
Experienced local advisers, backed by global strength
Our offices
Over 30 offices in the UK, Ireland and Jersey
WHO WE ARE
Our history
Generations of clients have relied on RBC Wealth Management and RBC Brewin Dolphin
Awards and recognition
Recognising our service and industry leadership
Leadership
The people guiding our strategy and client experience
SUSTAINABILITY
Responsible investing
Our approach to responsible investment
Community involvement
Supporting communities where we live and work
CAREERS
Work with us
You can thrive here
Diversity and inclusion
Our differences make us stronger
Search careers
Find your opportunity
Explore our solutions
Let’s set your ideas in motion
RBC Private Wealth
Integrated solutions for significant and complex wealth
RBC Brewin Dolphin
Personalised financial planning and investment advice
Brewin Portfolio Service (BPS)
Simple, guided investing through an online platform
RBC International Trusts
Specialist structures for long-term wealth preservation
OUR CORE SOLUTIONS
Wealth planning and management
A bespoke plan to manage and grow your wealth
Investment management
Tailored portfolios aligned with your goals
Pensions and retirement planning
Plan for the retirement you want
Inheritance tax and estate planning
Helping you pass on more of your wealth efficiently
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Banking
Dedicated banking for your personal and global needs
Financial advice for business owners
Guidance for growth, exit and managing proceeds
Responsible and sustainable investing
Invest with greater purpose in line with your values
Philanthropy
Create a lasting impact through strategic giving
Trusts and foundations
Protect and preserve wealth for future generations
Self-directed investing
Choose from a range of ready-made portfolios
Explore our insights and ideas
Analysis, insights and research from our local and global networks
Our newsletter
Subscribe to receive email updates on news, insights and upcoming events
Quarter-century crossroads
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Life reimagined: The biotech revolution and longevity
There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.
ADDITIONAL RESOURCES
Insights
Articles exploring the events and trends driving the world and your wealth
Market perspectives
Expert analysis and commentary on current market trends
Case studies
Real experiences showing how we turn ideas into action
Guides
Practical information to help you make informed decisions
Webinars
Conversations with our experts on the topics shaping wealth today
At RBC Wealth Management, delivering a superior level of service is one of our key priorities. We believe that open and honest communication can benefit us all, whether it’s to answer a question, solve a problem or share a success story.
We value your feedback and we use it continuously to improve the quality of the solutions we provide to you and other clients.
It is important for us to know when you have a problem so that we can work to resolve it and retain your confidence. If, for any reason, you are not entirely satisfied with any aspect of our service, we want to hear from you as soon as possible.
If you have any concerns or would like to log a complaint, please contact your Relationship Manager or other usual point of contact within RBC Wealth Management. Alternatively, you can complete a form here.
You can contact us either verbally or in writing. If you choose to inform us of your concerns or complaint by letter, please forward the details to the relevant company at the address shown on your statement or letterhead.
RBC has a Client Complaints Appeal Office (CCAO) dedicated to addressing appealed complaints within RBC. If you are dissatisfied with the outcome of our review once the final response has been issued, you may appeal it by forwarding your concerns to the CCAO.
Clients of RBC’s United Kingdom operations may also have recourse to the UK Financial Ombudsman Service (“FOS”). If your complaint is outstanding after eight weeks then we shall write to let you know that even though we have not been able to conclude the matter, you are entitled to take the matter to the FOS without further delay.
Otherwise, if you are advised that the matter has been concluded by us, but you are not satisfied with our final response, you can contact the FOS, subject to you doing so within six months of the date of our final response.
+44 (0) 20 7964 1000 / 0800 023 4567 (within the UK only) complaint.info@financial-ombudsman.org.ukwww.financial-ombudsman.org.uk
In the UK we are authorised and regulated by the two main regulators (Financial Conduct Authority and Prudential Regulation Authority). For information on a specific entity regulated status then please click here.
Clients of RBC’s Channel Islands operations may also have recourse to the Channel Islands Financial Ombudsman service (“CIFO”). If your complaint is outstanding for longer than three months from the date you provided sufficient information to enable RBC to begin investigating the complaint, you are entitled to take the matter to the Ombudsman without further delay.
Otherwise, if you are advised that the matter has been concluded by us, but you are not satisfied with our final response, you can contact CIFO, subject to you doing so within six months of the date of our final response.
Channel Islands Financial Ombudsman ServicePO Box 114Jersey, Channel IslandsJE4 9QG
Enquires: enquiries@ci-fo.orgComplaints Email: complaints@ci-fo.org
Website: https://www.ci-fo.org
Jersey local phone: +44 (0) 1534 669 800Guernsey local phone: +44 (0) 1481 722 218
Please note that the Channel Islands Financial Ombudsman Service is only available for complaints relating to events that occurred after 1 January 2010 in Jersey or 2 July 2013 in Guernsey, Alderney and Sark.
If you are unsure as to the location or regulatory status of the RBC entity with which you are contracted, please contact your Relationship Manager, or for information on a specific entity’s regulated status then please click here.