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
Corporate leadership often comes with complex compensation and demanding schedules. We provide coordinated planning to help you strategically structure and manage your wealth, so your financial decisions keep pace with your career.
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.
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.
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 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.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
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.
With limited time and demanding responsibilities, clarity matters. We help ensure you have the liquidity and structure needed, so your financial decisions support both your professional momentum and personal ambitions.
Where appropriate, we can also introduce you to specialists across RBC’s global network, including expertise in banking, capital markets, and private assets.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.
As your wealth grows, so can your ability to make a positive impact on your family and the causes that matter to you. We help you structure your giving thoughtfully, aligning it with your values and long-term intentions.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
Speak with a relationship manager about managing your compensation and your wealth strategically.