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
Our Investment ISA lets you save tax-efficiently for your future. Invest up to £20,000 for the tax year and pay no income or capital gains tax on the returns.
An Investment ISA, sometimes called a Stocks and Shares ISA, is an individual savings account that lets you invest your savings in the stock market tax-efficiently. You can open an Investment ISA if you’re a UK resident for tax purposes and aged 18 or over.
Tax efficient
Invest from as little as £500 up to £20,000 per tax year. You pay no income or capital gains tax on the investment return.
Potential for higher returns
Investing in stocks has the potential to deliver higher returns than savings. Historically, returns on the stock market have far outstripped those from cash over the medium to long term.
However, it’s important to remember that the investment isn’t guaranteed. The value of your investments could fall, and you may get back less than you invested.
Flexible
Our Investment ISA is a flexible ISA. This means you can withdraw money during the tax year and replace it within the same tax year, without impacting your annual ISA allowance.
Easily accessible
Get 24/7 access to your portfolios with our easy-to-use online portal and BPS app.
Invest your way
You can change your investment style and risk level at any time, free of charge.
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 your questions. 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 an ISA
Yes. Complete an ISA transfer form and we will contact your current provider. We will request that the account is fully liquidated and that they send the proceeds to us. All funds will retain their ISA status. Please note your current provider may charge you for this request.
No. BPS uses pre-determined portfolios. We take on all the hard work of buying and selling individual assets. All you need to decide is what level of risk and investment style you want. Our friendly, UK-based BPS Customer Service team is here to help answer any questions you have about the service or portfolios we offer.
Yes. While you can have more than one Investment ISA, you can only pay into one per tax year.
Our portfolios are rebalanced monthly to ensure they maintain the relevant level of risk.
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. Information is provided only as an example and is not a recommendation to pursue a particular strategy.