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
Simplify your charitable giving with a donor-advised fund. Establish a flexible, tax-efficient vehicle for local and global philanthropic goals.
A donor-advised fund (DAF) is a convenient charitable giving vehicle that allows you and your family to donate money, claim tax benefits, and recommend grants to your favourite charities at your own pace.
The DAF is established under an umbrella charity, the National Philanthropic Trust UK (NPT UK), which administers the fund on your behalf. This makes it a hassle-free alternative to creating a private foundation, as it reduces administrative responsibilities and costs, making it easier to focus on the joy of giving.
1. Create: Once a donor application is completed, a DAF can be opened in as little as 48 hours, although the underlying investment account will take longer. You simply complete a DAF application with NPT UK and confirm any family members who can make donations.
2. Give: Make an irrevocable contribution of assets to the DAF by donating cash or assets, receiving UK tax relief for each contribution.
3. Grow: Recommend that your contributions are managed and invested by an investment manager of your choice, and the assets in the DAF grow tax-free.
4. Grant: Recommend grants to your favourite charities worldwide, at any time.1
Receive immediate tax relief on all contributions. UK taxpayers receive income tax relief and/or capital gains tax relief.
Can be established within days and requires minimal administration. You can also contribute funds immediately while deciding where and when to donate later.
A DAF provides the opportunity to make grants as a family, with nominated family members able to run your DAF.
Give to any cause, anywhere in the world, at any time.* You can also contribute a wide range of assets to your DAF including cash, shares, property and alternative investments.
You can choose to make your grants anonymously from your DAF or use your DAF publicly for recognition.
Name successors to manage the DAF beyond your lifetime or choose to make legacy gifts to charities. You can name a DAF as a charitable beneficiary in your will.
The information provided should not be mistaken for formal planning advice; it is imperative that you seek relevant advice for your own personal circumstances. RBC do not provide tax or legal advice and we would recommend that you seek appropriate advice in these areas. The investments, and any income from them, can fall and you may get back less than you invested.
* Any global charities you give to need to meet the guidance of the UK Charity Commission
Connect with us to discuss how we can help you and your family support your favourite causes.
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 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.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.