Explore who we help
We create a plan tailored to your complex needs
Jersey resident services
Integrated wealth management and fiduciary expertise with structured oversight
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
International individuals and families
Life and wealth across multiple countries
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 people and causes you care about
About RBC Wealth Management
Experienced local advisers, backed by global strength
Our offices
Over 30 offices in the UK, Ireland and the Channel Islands
WHO WE ARE
Our history
Generations of clients have relied on 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
Community involvement
Supporting communities where we live and work
Explore our solutions
Let’s make your ideas happen
RBC International Trusts
Specialist structures for long-term wealth preservation
RBC Private Wealth
Integrated solutions for significant and complex wealth
OUR CORE SOLUTIONS
International wealth services
Managing wealth across borders and jurisdictions
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Wealth planning and management
A bespoke plan to manage and grow your wealth
Trusts and foundations
Protect and preserve wealth for future generations
Banking
Dedicated banking for your personal and global needs
Custody
Secure custody solutions tailored to your requirements
Specialised credit
Flexible lending to support liquidity and opportunities
Responsible and sustainable investing
Invest with greater purpose in line with your values
Philanthropy
Create a lasting impact through strategic giving
Donar-advised funds
A simple, effective way to manage charitable giving
Explore our insights and ideas
Analysis, insights and research from our local and global networks
ADDITIONAL RESOURCES
Insights
Articles exploring the events and trends driving the world and your wealth
Market perspectives
Expert analysis and commentary on current market trends
Everyone has ideas. The challenge is making them happen. We combine your ideas with ours to build a plan to help deliver the future you want – from building and protecting your wealth to maximising its potential.
Often, our clients come to us with their ideas, having been recommended by friends, family or other trusted professionals. Sometimes, they come to us when their wealth reaches a stage where professional guidance makes sense.
However you find us, we take the same consultative approach: we get to know you and your family, understand your goals, and focus on long-term outcomes rather than short-term solutions.
Integrated wealth management and fiduciary expertise for Jersey residents and those relocating there, delivered with structure, discipline and oversight.
As life changes, so do your priorities. We’ll help you manage and grow your wealth with clear, practical advice for your future and the generations that follow.
Running a business means your personal and professional lives are closely connected. We’ll bring informed perspective to help you manage both and keep your plans on track.
Senior roles demand focus. We’ll help you manage your wealth with clarity and discretion, so your personal plans get the same attention as your professional ones.
When your wealth and interests span more than one country, perspective matters. We’ll combine global insight with regional expertise to keep your affairs aligned across borders.
For families with substantial multi-generational wealth, scale brings responsibility. We’ll help manage it with care and foresight to sustain and extend their legacy.
Safeguard client assets while working in close cooperation with chosen investment managers through our specialist segregated custody platform.
Let’s explore what’s possible when we work together.
No two lives – or definitions of success – are the same. That’s why we start with you: your ideas, your pace and your priorities. We then bring together strategic insight, diverse perspectives and innovative technology to support them.
Having guided generations of clients through changing markets and life events, we focus on helping you achieve the goals that matter most to you.
The right advice starts with a conversation. We take the time to understand where you are now, where you’d like to be and what matters most to you. Together, we establish a clear direction and the foundations for what comes next.
We work with you to define what success looks like – from planning for retirement to shaping a legacy to structuring wealth for future generations.
Together, we explore the opportunities, trade-offs and complexities that will influence the decisions ahead.
Once we establish your goals and priorities, we develop wealth strategies that reflect them. Led by your adviser, we bring together expertise from across the organisation – including investments, lending, wealth planning and specialised areas – to build your dynamic, integrated plan.
With your approval, we implement your customised wealth plan, managing all the details and keeping you informed at every step. From executing transactions to coordinating portfolios, we oversee the process with care and precision.
As your life and the markets evolve, we anticipate change and adjust your strategy accordingly.
Generations of RBC Wealth Management clients have relied on our stability, integrity and forward-thinking approach. The world is changing, and so are we. By investing in our people and technology, we help our clients stay prepared for whatever comes next.
More about us
The success of our clients drives ours. The recognition we’ve received reflects the results we achieve together – and the ideas that make it possible