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
Cut through the complexity of your finances with access to our full range of wealth management solutions, adapted to your highly individual circumstances.
We understand the unique challenges and opportunities that come with significant wealth. Backed by the strength and stability of RBC, one of the world’s leading banks, our team of experienced relationship managers takes a personalised approach to understanding your individual circumstances, goals and aspirations.
Our Private Wealth service helps our clients address complex scenarios such as wealth structuring, succession planning and philanthropy. We often operate across jurisdictions, collaborate with family offices and specialist advisers, and can leverage RBC’s global capabilities in capital markets and private assets.
With a strategic approach and a network of advisers across the UK and Jersey, our award-winning team can help you maximise the possibilities of your wealth.
We have a consistent, laser like focus towards creating meaningful value for our clients. Leading to, not with, solutions is central to how we advise our clients within Private Wealth.”
Ross JenningsHead of Private Wealth, RBC Wealth Management
Private Wealth is designed for individuals and families as well as family offices, business owners and entrepreneurs, and corporate executives. Their financial lives often span jurisdictions, generations and interests, typically with investable assets and liabilities exceeding £5 million.
Your dedicated relationship manager will lead a team of specialists in the ongoing management of your financial affairs, including:
Your relationship manager connects you to the full resources of RBC’s global capabilities, developing sophisticated solutions for clients with complex financial lives. Below are a few examples from our wider, integrated offering.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
Integrated wealth management and fiduciary expertise for Jersey residents and those relocating there, delivered with structure, discipline and oversight.
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.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Our global custody solutions encompass both segregated and omnibus-level accounts, tailored to your specific requirements.
Safeguard client assets while working in close cooperation with chosen investment managers through our specialist segregated custody platform.
Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
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.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
Speak with an RBC relationship manager to explore how we can help make your ideas happen.
Discover how thoughtful strategy and collaboration enable clients to protect, grow, give and transition their wealth.
With changing social attitudes, wealth transfer plans should be personalised to meet the new needs of younger people.
Setting a clear plan for the business and establishing distinct communication lines to deal with issues such as inheritance, share options and changing family dynamics can go some way to avoiding disruptions.
Learn about the benefits of having in-house estate planning and how an MFO can help support a values transfer to the next generation.
Meet our Private Wealth team, known for their experience, discretion and understanding of sophisticated wealth.
Managing Director
Senior Director, Relationship Management
Senior Director, Investment Management
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.