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
Give your child a head start with a tax-efficient investment account. You can save up to £9,000 each tax year, with no income or capital gains tax to pay on the returns.
A Junior ISA (JISA) is an individual savings account (ISA) that lets you invest into the stock market on behalf of a child. While the money in the account belongs to the child, they can’t access it until they turn 18.
As a parent or guardian, you manage the account and decide which portfolio the money is invested in.
A Junior ISA might be the right choice if you are comfortable with the following:
It’s important to remember that investments into a Junior ISA aren’t guaranteed. The value of the investments in your portfolio can fall as well as rise, and you may get back less than you invested.
We have over 250 years of experience in helping people grow their wealth, taking a long-term view of investment and client relationships.
BPS is an execution only, non-advice service. We provide pre-determined portfolios which are designed by our in-house experts. We take on the hard work of picking what assets are in these portfolios, so you don’t have to. You just need to choose your investment style and risk category – we will do the rest.
You get access to our expert investment thinking through a range of pre-determined portfolios. Our simple fee structure ensures you know exactly what you’re paying, while you can track performance any time via our app or online.
We know how important the human touch is. Our UK-based experts are on hand to answer yourquestions. You can call us or email us whenever you need support.
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
Open or transfer a Junior ISA.
You can open one in around 10minutes— simple, quick, and on your terms.
Yes, you can transfer Child Trust Funds (CTFs) and other Junior ISAs to us. Complete a transfer form to get started. We will arrange for the funds to be transferred while retaining their tax-free status. Please note that your current provider may charge you for this request.
No, investments are exposed to risk. The value of the investments in your portfolio can fall as well as rise, and you may get back less than you invested.
No, we manage the buying and selling for you. You choose the risk level and investment style, and our team manages the underlying assets. Our support team is available if you have questions.
You can open a maximum of two JISAs (one cash JISA and one investment JISA). There is an annual allowance for JISA contributions, which is £9,000 per tax year. This allowance can be split between the two types of JISA. Please note that RBC Brewin Dolphin does not provide cash JISAs.
The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist.