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
Whether growing your business, planning an exit, or managing life post-sale, we help you protect, grow, and pass on your wealth to achieve your vision.
Success requires more than a good idea; it needs solid foundations and expert support. We provide the clarity and connections to help your ideas thrive:
As one of the world’s highest-rated banks and with over a century of experience of supporting entrepreneurs, we provide the secure foundation you need to build, exit, and thrive.
Your business began with a vision. We ensure that idea grows, from your first milestone to the legacy you leave. We don’t just manage wealth; we nurture your ambitions with tailored solutions that adapt as your life changes.
Managing a business is complex; your wealth planning shouldn’t be. We connect you with the right people at the right time – from wealth planners and corporate finance lawyers to peers who’ve been in your shoes.
We help you understand your financial future and the steps to achieve it. If we don’t have the answer, we’ll find someone who does. Our consistent, principled support provides the clarity you need to focus on what matters most.
Selling a business involves complex decisions you may not have faced before. We bring clarity to your exit, ensuring you sell at the right time for the future you envision. Partner with us to:
We calculate the sale amount needed to fulfil your ambitions, so you know exactly if you’re ready to retire early or if there’s more value to build first.
We model ‘what if?’ scenarios to show how your sale proceeds, savings, and investments cover your future costs.
We prepare your finances for a smooth transition, optimising pension allowances and investing proceeds for life after the sale.
Exiting is a major transition. While slowing down may feel unnatural, having a plan reduces anxiety. We take the time to understand your personal goals and lifestyle needs. We can help with:
We’ll build and review a portfolio tailored to your needs, helping you make the most of your sale.
We ensure your proceeds are invested efficiently using an array of wealth structures.
We help you pass wealth to loved ones and causes you care about through bespoke gifting and giving strategies.
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.
Connect with a team that understands the unique challenges of business ownership.
Enjoy the retirement you envision with a strategy built around your priorities, what you need to save, and the tools to help you get there.
Life can change quickly. We can guide you through significant moments – whether planned or unexpected – with clear advice, insightful ideas and tailored strategies.
Manage the risks that concern you the most with a plan to help ensure you, your loved ones and, if needed, your business are protected against the unexpected.