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
Your business represents years of commitment, risk, and achievement. Whether you’re scaling, planning a strategic transition, or reimagining life beyond ownership, we align your business, wealth, and personal aspirations into a cohesive long-term strategy.
As one of the world’s largest banks, we are equipped to meet the diverse needs of business owners and entrepreneurs. Once we understand your priorities and ambitions, we can connect you with specialists across RBC’s global network, providing access to capabilities in areas such as capital markets and private assets.
We also create opportunities to connect with other business owners through events and networks, offering the chance to share perspectives and learn from similar experiences.
As your business evolves, so do the decisions that shape your wealth. We work with you to connect business growth to your personal planning, helping ensure each step forward strengthens your long-term financial position and supports your broader goals.
Prepare for pivotal moments in your business journey. We provide experienced guidance to help you grow your business, plan an exit and manage the proceeds.
A personalised financial plan supports your ability to manage your wealth and focus on what matters most, with guidance tailored to your goals and family priorities.
Change is inevitable, both personally and professionally. We work with you to anticipate risks and put the right protections in place, helping ensure your business remains resilient and your family’s interests are safeguarded.
This includes planning for business succession, supporting continuity for your company and your family.
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.
Preparing to sell your business, whether in the near term or further ahead, requires careful planning. We help you navigate your exit, working with specialists to streamline the process and help you obtain optimal value.
Ahead of the sale, we develop investment strategies for the proceeds, so you can make informed decisions about your next chapter. After the sale, we can provide a secure place for your proceeds while you consider your options. We then work with you to build a wealth plan aligned to your goals – including helping you answer what comes next and how your wealth can support it.
We’ll also introduce you to the right people at the right time – whether that’s private equity firms, corporate financial specialists, lawyers, accountants, tax advisers, or other business owners who’ve been in your position before.
Make your wealth work for you. Choose how your investment portfolio is managed, based on a customised strategy that reflects your risk tolerance and personal goals.
Your success can extend beyond your business. We help you structure your giving to support family, employees or charitable causes in ways that reflect your values and ambitions.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
Streamline your approach to business and personal wealth management with an wealth manager.