Explore who 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
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 causes you care about
WORKING WITH PROFESSIONALS
EU Intermediaries
Scale, security, and investment discipline for your clients
About RBC Wealth Management in Ireland
Combining Brewin Dolphin’s local expertise with RBC’s global strength and insight
Our offices
Over 30 offices across Ireland, the UK and Jersey
WHO WE ARE
Our history
Generations of clients have relied on Brewin Dolphin and RBC Wealth Management
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
Explore our solutions
Let’s make your ideas happen
RBC Brewin Dolphin
Personalised financial planning and investment advice
OUR SOLUTIONS
Wealth planning and management
A bespoke plan to manage and grow your wealth
Financial advice for business owners
Guidance for growth, exit and managing proceeds
Pension and retirement planning
Plan for the retirement you want
Financial protection
Protect what matters most against the unexpected
Financial planning for life events
Guidance through life’s key moments and changes
Responsible and sustainable investing
Invest with greater purpose in line with your values
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Managing ISA assets outside the UK
Integrating these assets into your wider wealth strategy
Investment management
Tailored portfolios aligned with your goals
Explore our insights and ideas
Analysis, insights and research from our local and global networks
ADDITIONAL RESOURCES
Articles
Expert analysis and commentary on market trends
Videos
Discussions on the current investment environment
Everyone has ideas. The challenge is making them happen. We combine your ideas with ours to build a plan to deliver the future you want – from building and protecting your wealth to maximising its potential.
Often, our clients come to us with their ideas, having been recommended by friends, family or other trusted professionals. Sometimes, they come to us as their wealth grows in scale and complexity, and they recognise the need for professional guidance.
However you find us, we take the same consultative approach: we get to know you and your family, understand your goals, and focus on long-term outcomes rather than short-term solutions.
As life changes, so do your priorities. We’ll help you manage and grow your wealth with clear, practical advice for your future and the generations that follow.
Running a business means your personal and professional lives are closely connected. We’ll bring informed perspective to help you manage both and keep your plans on track.
Senior roles demand focus. We’ll help you manage your wealth with clarity and discretion, so your personal plans get the same attention as your professional ones.
When your wealth and interests span more than one country, perspective matters. We’ll combine global insight with regional expertise to keep your affairs aligned across borders.
For families with substantial multi-generational wealth, scale brings responsibility. We’ll help manage it with care and foresight to sustain and extend their legacy.
Managing clients’ investments in today’s fast-moving market demands time and precision. We can handle the details – performance, compliance, quick market responses – so you have more time for your clients.
Let’s explore what’s possible when we work together.
No two lives – or definitions of success – are the same. That’s why we start with you: your ideas, your pace and your priorities. We then bring together strategic insight, diverse perspectives and innovative technology to support them.
Having guided generations of clients through changing markets and life events, we focus on helping you achieve the goals that matter most to you.
The right advice starts with a conversation. We take the time to understand your current situation – whether based in Ireland, the UK or abroad – where you’d like to be and what matters most to you. Together, we establish a clear direction and the foundations for what comes next.
We define what success looks like – whether it includes supporting your loved ones, pursuing new interests, planning for retirement or shaping a legacy.
Together, we explore the opportunities, trade-offs and complexities that will influence the decisions ahead.
Once we establish your goals and priorities, we develop wealth strategies that reflect them. Led by your adviser, we bring together expertise from across the organisation – including investments, lending, wealth planning and specialised areas – to build your dynamic, integrated plan.
With your approval, we implement your customised wealth plan, managing all the details and keeping you informed at every step. From executing transactions to coordinating portfolios, we oversee the process with care and precision.
As your life and the markets evolve, we anticipate change and adjust your strategy accordingly.
Generations of RBC Wealth Management clients have relied on our stability, integrity and forward-thinking approach. The world is changing, and so are we. By investing in our people and technology, we help our clients stay prepared for whatever comes next.
The success of our clients drives ours. The recognition we’ve received reflects the results we achieve together – and the ideas that make it possible