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
Your ideas can shape your future. We’ll help you turn them into action, sharing insights and expertise to guide every step.
Access to our full range of integrated wealth management solutions, adapted to your own circumstances, ambitions and legacy. From £5 million across investable assets and lending.
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.
Coordinate the many aspects of family wealth with dedicated expertise and support, helping you manage complexity, seize opportunities and stay in control.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
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.
Prepare for pivotal moments in your business journey. We provide experienced guidance to help you grow your business, plan an exit and manage the proceeds.
Enjoy the retirement you envision with a strategy built around your priorities, what you need to save, and the tools to help you get there.
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.
Life can change quickly. We can guide you through significant moments – whether planned or unexpected – with clear advice, insightful ideas and tailored strategies.
Your wealth tells a personal story. We’ll help you explore ways to help pass on more of it to your loved ones, securely and efficiently.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
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 an RBC Wealth Management adviser to unlock the full potential of your ideas.