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
A strategic approach to giving, aligned with your values, can amplify your impact and build a legacy that supports causes today and for generations to come.
We understand the deep personal significance of giving back – and the importance of approaching it with expertise and care. We work with clients and family offices to structure significant, often multi-generational philanthropic strategies, ensuring generosity is both impactful and thoughtfully governed.Whether you are planning your charitable giving throughout your lifetime or incorporating philanthropy into your estate strategy, we help you navigate the administrative complexities that accompany substantial charitable commitments.
Our priority is to understand what motivates your giving – your values, ambitions and the impact you wish to create. By listening and collaborating with you, we craft a bespoke approach that integrates with your wider wealth management strategy to support meaningful, enduring outcomes
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Through careful discussion and planning, we help you determine the structure that best reflects your ambitions and the scale of your philanthropic vision.
Immediate impact with flexibility – Donor-advised fundsA convenient and cost-effective way to begin giving. Receive immediate tax relief on your donation, benefit from tax-free growth on the assets in the fund and recommend grants over time or through your estate.
A tailored structure for meaningful gifts – TrustsA bespoke option for larger or longer-term philanthropic plans. Trusts can support a more hands-on approach and form part of a dedicated strategy aligned with your broader estate planning.
An international platform for long-term vision – Foundations
A flexible structure often used for substantial or multi-generational giving. Foundations can support charitable or blended objectives and may be established in jurisdictions such as Jersey, known for its philanthropic expertise.
Realise your philanthropic vision with guidance from a Private Wealth relationship manager.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
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.