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
Donor-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
We believe that companies managing environmental, social and governance (ESG) risks and opportunities well are best positioned to create lasting value. Our approach forms part of a broader responsible and sustainable investment framework.
Responsible investment involves considering environmental, social and governance (ESG) factors in investment decisions and active ownership. As a signatory of the UN Principles for Responsible Investment, we align our approach with internationally recognised standards.
Each factor presents distinct risks and opportunities that can influence a company’s long-term performance:
Environment
How a company manages its environmental impact, including greenhouse gas emissions, resource use, land and biodiversity management, and waste.
Social
How a company upholds its responsibilities to people and communities through fair labour practices, respect for human rights, workplace safety, diversity and responsible supply chains.
Governance
How a company demonstrates leadership and accountability through board and management quality, financial reporting, anti-bribery and corruption practices, data security, remuneration and stakeholder governance.
Our discretionary investment service is tailored to each client’s objectives, delivered through experienced investment managers and financial planners. Responsible investment is embedded in this process – from how we analyse opportunities to how we act as stewards of client assets.
View the full details of our responsible and sustainable investment approach.
Our responsible investment approach includes:
We incorporate ESG factors into our evaluations of individual companies and fund managers. Using independent data providers, such as Sustainalytics, we assess material ESG risks and opportunities when constructing our approved investment lists.
We can enhance our responsible investing approach by applying selected positive and/or negative screening when assessing investments, based on our excluded investment policies and/or other preferences.
We actively engage with invested companies to protect and enhance long-term value. For each core holding, we monitor and engage with company leadership on material issues, including ESG practices, that may impact performance and sustainability. Find out more about our approach to stewardship.
A breakdown of how we approach responsible and sustainable investment.