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
Use our tool to find out how our solutions can help you reach your financial goals. Just choose an investment style and risk level that suits you to see what you could achieve.
Start investing on your terms from £500. You choose the investments, decide when to buy and sell, and shape your portfolio to match your goals. We provide the platform, research tools and ongoing support.
Get started with these three easy steps.
All our solutions allow you to start investing with a £500 lump sum. You can also set up regular investments from £25 per month.
Make your money go further. Invest up to £20,000 per tax year in the stock market, with tax-free returns and withdrawals anytime.
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, with profits taxed.
Bare Trusts are a simple form of trust used to invest money for a child’s benefit. A Bare Trust lets you withdraw money under limited circumstances before they’re 18, for things like education (but returns may be taxed).
Invest a lump sum from £500 with the option to make monthly contributions. Choose an investment style from:
• Designed to outperform the market over the long term.• Build your portfolio from individual shares, bonds and funds. Our Voyager range offers actively managed funds across different risk levels.• Your portfolio is automatically rebalanced every month by our in-house experts to maintain your chosen risk level.• Extra management means Active comes with higher management fees than our Passive approach.
• Designed to track global markets rather than outperform them.• Track market performance through low-cost index funds.• Your portfolio is automatically rebalanced every month by our in-house experts to maintain your chosen risk level.• As Passive is easier to manage, it costs less than Active.
BPS offers a range of solutions held across our risk levels three to eight– allowing you to invest your way. Your choice depends on your goals, time horizon and comfort with market fluctuations.
Our helpful risk guide shows the asset mix and simulated performance for each investment solution. It also contains tables showing how the investments may have responded during the last five to 10 years – highlighting what the largest annual loss might have been.
Download our risk guide
Once you’ve added your details, your account can be opened in as little as 10 minutes. We’ll then provide you with access to our online platform and BPS app so you can review and manage your investments at any time.
View key investor information documents
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.
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