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
Pension 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
You focus on what matters most to you – we’ll make sure your investments keep working towards the future you’re building.
Every investor brings a unique perspective. Your circumstances, financial goals, and comfort with risk all shape how you want your portfolio managed.
We offer flexible investing approaches to match your situation, and your choice depends on how involved you want to be.
Professional management that works around your life.
If you prefer to be hands-off, or are too busy to manage your portfolio day-to-day, discretionary management may be right for you.
We start by truly understanding you and your goals. We then build and manage your portfolio based on your objectives, risk tolerance and timeline.
Our investment team makes decisions on your behalf, monitoring markets and making adjustments with the aim of keeping your investments aligned with your goal.
You’ll receive regular updates, and your dedicated adviser will be available in person, over the phone or by email – with regular plan reviews to keep you on track.
If you prefer more control over your investment decisions, our advisory service gives you that flexibility with expert support.
You make the final call on every trade, guided by advice from your investment adviser. We’ll help you develop your strategy with expertise in portfolio construction, asset allocation, and re-investment opportunities.
You’ll also access detailed research from across RBC’s global network. This includes in-house specialists spanning the major asset classes – from equities and fixed income to foreign exchange and other structured products.
Speak with a wealth manager to explore how we can help turn your ambitions into lasting results.
Our wealth managers start by getting to know you – your ambitions, your attitude to risk, and what you want your money to do for you. Based on this information, they’ll build a diversified investment portfolio that is tailored to your individual circumstances. They’ll tap into the expertise of our in-house Research team to select investments designed to align with your needs and navigate the opportunities within current market conditions. They’ll continually monitor your portfolio, responding quickly and decisively to market movements and try to ensure it continues to meet your needs over time.
Different asset classes, sectors, and geographies each bring with them different risks and opportunities. Spreading your money across a range of investments – including shares, bonds, cash and property – allows you to harness these opportunities while managing risks.For example, if one part of your portfolio isn’t performing well during current circumstances, the other investments might compensate for losses and smooth overall performance.
We can help you build a diversified portfolio that’s tailored to your individual needs. We can also rebalance your portfolio to ensure it continues to reflect your needs over the longer term.
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.
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.