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
You focus on what matters most to you – we’ll make sure your investments keep working towards the future you’re building.
Every investor brings a unique perspective. Your circumstances, financial goals, and comfort with risk all shape how you want your portfolio managed.
We offer flexible investing approaches to match your situation, and your choice depends on how involved you want to be. Whether you prefer to delegate portfolio management entirely, share the responsibility with an adviser, or make every decision yourself, we have a solution that works for you.
Available for those with investments over £250,000.
Professional management that works around your life.
If you prefer to be hands-off, or are too busy to manage your portfolio day-to-day, discretionary management may be right for you.
We start by truly understanding you and your goals. We then build and manage your portfolio based on your objectives, risk tolerance and timeline.
Our investment team makes decisions on your behalf, monitoring markets and making adjustments with the aim of keeping your investments aligned with your goal.
You’ll receive regular updates, and your dedicated adviser will be available in person, over the phone or by email – with regular plan reviews to keep you on track.
Suitable for experienced investors seeking institutional-grade research and advice – requires an initial investment of at least £2 million.
If you prefer more control over your investment decisions, our advisory service gives you that flexibility with expert support.
You make the final call on every trade, guided by advice from your investment adviser. We’ll help you develop your strategy with expertise in portfolio construction, asset allocation, and re-investment opportunities.
You’ll also access detailed research from across RBC’s global network. This includes in-house specialists spanning the major asset classes – from equities and fixed income to foreign exchange and other structured products.
For more complex requirements and multi-manager portfolios.
You choose the level of control that works for you.
Our RBC Private Wealth service lets you combine discretionary and advisory approaches. You decide how we work together. Stay involved in decision-making where you have a particular viewpoint while delegating the general management of your portfolio.
If you manage multiple investment relationships, you can access our portfolio consulting service. We provide bespoke design, strategy implementation, investment manager due diligence and consolidated reporting across all your portfolios. With this approach, your RBC adviser will be on hand to help you make informed decisions.
It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.
Speak with an adviser to explore how we can help turn your ambitions into lasting results.
Our advisers start by getting to know you – your ambitions, your attitude to risk, and what you want your money to do for you. Based on this information, they’ll build a diversified investment portfolio that is tailored to your individual circumstances. They’ll tap into the expertise of our in-house Research team to select investments designed to align with your needs and navigate the opportunities within current market conditions. They’ll continually monitor your portfolio, responding quickly and decisively to market movements and try to ensure it continues to meet your needs over time.
Different asset classes, sectors, and geographies each bring with them different risks and opportunities. Spreading your money across a range of investments – including shares, bonds, cash and property – allows you to harness these opportunities while managing risks.For example, if one part of your portfolio isn’t performing well during current circumstances, the other investments might compensate for losses and smooth overall performance.
We can help you build a diversified portfolio that’s tailored to your individual needs. We can also rebalance your portfolio to ensure it continues to reflect your needs over the longer term.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
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.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.