Corporate executives

Who we help

Corporate leadership in private and public companies often involves complex compensation and demanding schedules. We provide coordinated planning to help you structure and manage your wealth, so your financial decisions keep pace with your career.

Expand your wealth

Your executive compensation may include restricted stock units, long-term incentive plans, and other share-based incentives, often creating concentrated exposure to your firm.

We work with you to complement that exposure through thoughtful diversification, translating complexity into coordinated strategies that support tax efficiency and long-term growth.

Wealth planning and management

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.

Investment management

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.

Secure your future

Your career, compensation, and location may evolve – often across borders. We work proactively with your legal and tax advisers to design a plan that adapts, helping protect your wealth through change and into retirement.

For internationally mobile executives, this includes developing cross-border wealth strategies to ensure your wealth structure remains coordinated wherever opportunities take you.

Financial protection

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.

Make a difference

As your wealth grows, so can your impact on your family and the causes that matter to you. We help structure your giving thoughtfully, aligning it with your values and long-term intentions.

Responsible and sustainable investing

Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.

Plan with precision


Speak with a wealth manager about managing your compensation and your wealth strategically.

Our insights and ideas

Thick and Thin – LANY

Financial protection 3 minute read
– Thick and Thin – LANY

‘Upside down’ – Jack Johnson

Financial protection 3 minute read
– ‘Upside down’ – Jack Johnson

Reflections on RBC Brewin Dolphin 2025 investment conference and the market environment

Investing 4 minute read
– Reflections on RBC Brewin Dolphin 2025 investment conference and the market environment