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
Pensions 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
Create your own investing path with flexible portfolios and straightforward online tools that keep control – and progress – in your hands.
Investing doesn’t have to be complicated – it just has to make sense for you. With BPS, you can explore a range of ready-made portfolios tailored to different risk levels and investment styles, whether you prefer passive strategies that track the market or active ones designed to outperform it.
You decide what fits and when to act through an intuitive platform. Available in the app and online, BPS lets you manage your investments cost-effectively, with simple, transparent fees, whenever it suits you.
Confidence comes from knowing what stands behind your investments. BPS is backed by RBC, one of the world’s most trusted financial institutions, recognised for its stability, expertise and long-standing support for clients making informed decisions through changing markets.
The platform is supported by in-house experts who combine market insight, sound governance and advanced technology to help keep your investments secure and performing as they should.
You can also call or email our UK-based experts, who are on hand to answer any questions you may have.
BPS is for people who are comfortable making their own investment decisions, whether you’re just getting started or refining your approach. You can open an account with as little as £500 and manage your investments easily through our online platform.
See what’s possibleExplore how your savings could grow over time. Our interactive tool lets you adjust amounts and time frames to see how small changes today could make a big difference later.
Try out the tool
Find a portfolio that fitsSelect a ready-made portfolio that matches your investing style and risk tolerance. Each option is carefully designed by our experts, enabling you to make informed choices without having to manage every detail yourself.
Investment choices
Competitive fees, no surprisesWith a simple, cost-effective fee structure, you can clearly see what you pay and why. You benefit from professional investment management at a fair price – so more of what you invest stays invested.
View our fees and charges
You can open your account online in around 10 minutes – simple, quick and on your terms.
Make your money go further. Invest up to £20,000 per year in the stock market, with tax-free returns and withdrawals anytime.
Give your child’s ideas the space to grow. Whether you choose a Junior ISA or a Bare Trust, you’re providing the head start they need to thrive.
Give your child a financial head start. Invest up to £9,000 per child each tax year with income and growth free from tax.
Used up your ISA allowance? With this account, there are no limits to how much money you can invest. Withdrawals can be made at any time, and returns may be taxable.
Bare Trusts are a simple form of trust often used to invest money for a child until they’re 18. They let you withdraw money under limited circumstances before the child turns 18, for things like education (but returns may be taxed).* To open a Bare Trust, contact us directly.
This does not constitute tax or legal advice. Tax treatment depends on each client’s individual circumstances and may change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy.
If you need help with your BPS account or the platform, you can call or email our UK-based experts. You will always speak to or email a real person who can assist with practical questions and help get things back on track.
Call us on 0333 207 9003Monday to Friday 8am to 6pmSaturday 8am to 12pm
Email us at customer.services@brewin.co.uk
Write to us at
Brewin Portfolio ServiceSixth Floor, Atria One144 Morrison StreetEdinburgh, EH3 8BR
Access KIIDs, transfer forms and our risk guide – everything you need to understand your options and manage your account.