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
Navigate complexity with confidence – holistic wealth management services coordinated through one relationship for internationally mobile families.
If your life spans multiple countries – whether through business interests, property holdings or family connections – you face unique challenges in coordinating wealth management across borders. We specialise in serving families who need sophisticated solutions that work across jurisdictions.
Our experience includes families with interests spanning Europe, North America, and key financial centres, and those planning international relocations that require careful restructuring of existing arrangements.
From Jersey or the UK, we can coordinate your complete financial picture. Investment portfolios, banking relationships, trust structures and succession plans working together rather than in isolation.
Your relationship manager becomes your single point of clarity, working across our specialist teams to ensure every decision considers your full circumstances and long-term family objectives.
Canadian and U.S.-connected families face distinct regulatory environments that require specialist knowledge. Whether you’re an American or Canadian with cross-border interests, we may be able to provide the expertise and infrastructure to manage your wealth compliantly and effectively.
Our teams understand FATCA and FBAR requirements alongside the investment and banking needs of internationally active North American families.
For American citizens living in the UK, we provide a full suite of banking and investment services. We may also (subject to compliance with all applicable legal and regulatory requirements) be able to deliver sophisticated solutions for North American individuals and families with complex cross-border wealth.
Business sales, inheritances, relocations and generational transitions create both opportunity and complexity. These pivotal moments demand more than transactional services – they require strategic thinking that protects what you’ve built while positioning your wealth for what comes next.
We help families simplify their financial affairs following liquidity events, establish structures for multi-generational wealth transfer, and coordinate the multiple moving parts that come with significant change.
Your idea of global growth requires a strategic home. Many internationally mobile clients choose Jersey to consolidate their wealth, gaining tax efficiency, regulatory certainty and seamless access to world markets. We pair this stability with our global network, connecting you to specialists in wealth management, asset management and capital markets worldwide.
This integration delivers sophisticated investment solutions, comprehensive banking services and compliance with global reporting requirements – addressing both the technical complexities and personal priorities of international wealth.
NOTE: Our ability to provide products and services from the UK and the Jersey to overseas clients is subject to applicable legal and regulatory restrictions, potentially including licensing requirements. Not all of our products and services are available in all jurisdictions, and availability may be limited by applicable laws or regulations in your country of residence. The information on this website does not imply that all RBC products and services will be accessible to you; this will depend on a full analysis of the legal and regulatory requirements applicable to your jurisdiction.
Speak with our team to explore how integrated wealth management can bring clarity to complexity.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
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.
Meet our Private Wealth team, known for their experience, discretion and understanding of sophisticated wealth.
Director, Relationship Management
Senior Director, Relationship Management