Explore how we help
We create a plan tailored to your complex needs
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
WORKING WITH PROFESSIONALS
Intermediaries
Scale, security and investment discipline for your clients
Professional partners
Specialist support to enhance your client offering
Charities
Effective governance, oversight and long-term sustainability
About RBC Wealth Management
Experienced local advisers, backed by global strength
Our offices
Over 30 offices in the UK, Ireland and Jersey
WHO WE ARE
Our history
Generations of clients have relied on RBC Wealth Management and RBC Brewin Dolphin
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
CAREERS
Work with us
You can thrive here
Diversity and inclusion
Our differences make us stronger
Search careers
Find your opportunity
Explore our solutions
Let’s set your ideas in motion
RBC Private Wealth
Integrated solutions for significant and complex wealth
RBC Brewin Dolphin
Personalised financial planning and investment advice
Brewin Portfolio Service (BPS)
Simple, guided investing through an online platform
RBC International Trusts
Specialist structures for long-term wealth preservation
OUR CORE SOLUTIONS
Wealth planning and management
A bespoke plan to manage and grow your wealth
Investment management
Tailored portfolios aligned with your goals
Pension and retirement planning
Plan for the retirement you want
Inheritance tax and estate planning
Helping you pass on more of your wealth efficiently
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Banking
Dedicated banking for your personal and global needs
Financial advice for business owners
Guidance for growth, exit and managing proceeds
Responsible and sustainable investing
Invest with greater purpose in line with your values
Philanthropy
Create a lasting impact through strategic giving
Trusts and foundations
Protect and preserve wealth for future generations
Self-directed investing
Choose from a range of ready-made portfolios
Explore our insights and ideas
Analysis, insights and research from our local and global networks
Our newsletter
Subscribe to receive email updates on news, insights and upcoming events
Quarter-century crossroads
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Life reimagined: The biotech revolution and longevity
There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.
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
Case studies
Real experiences showing how we turn ideas into action
Guides
Practical information to help you make informed decisions
Webinars
Conversations with our experts on the topics shaping wealth today
A cookie is a file containing a unique identification number that a website sends to your device’s web browser. When you visit a website, a cookie may be used to track the activities of your browser as well as provide you with a consistent and efficient experience.
RBC uses cookies on our websites and advertisements to give you the best possible online user experience and to improve our online services.
You can of course visit our website without revealing any information about yourself. However, if you do give us any personal information about yourself or others, we promise to treat it securely, fairly and lawfully. We collect information on you to deliver services you request, display targeted and relevant advertising, provide more relevant content to you and to learn how we can better meet your needs.
RBC may share information with employees, agents and service providers, who are required to maintain the confidentiality of the information. We may also share information with government agencies, public bodies, regulators, or other entities where permitted or required by law.
RBC relies on cookies to understand and improve your website experience, to customise advertising to your interests, and to track your usage of our website. Your choice not to accept these cookies will not prohibit your use of our website.
Cookies identify when you visit specific RBC pages and may be shared with third parties, such as call tracking solutions, to customise advertising on RBC or other websites.
Call tracking data will include call duration, inbound caller line identification, call date/time and duration, and other information required for marketing analytics.
Your choice not to accept these cookies will not prohibit your use of the RBC or third-party site.
RBC does not sell your information to third parties, nor do we track your interaction with a third-party website.
If you do not want your information collected or used for advertising, remarketing or other purposes via cookies, please refer to the documentation for your web browser or device regarding how to allow or block cookies. Additional resources that may assist you in managing cookies used for advertising are:
Digital Advertising Alliance (DAA): http://youradchoices.ca/
Network Advertising Initiative (NAI): http://www.networkadvertising.org/choices/
In Europe: http://www.youronlinechoices.com/
You can change your cookie preferences on rbcwm.com, by clicking on ‘Cookie Settings’ in the footer menu.
Blocking cookies or opting out of ad customization will not eliminate all RBC advertising in digital channels. RBC advertising not customized for you may continue to be displayed.
RBC does not manage, and is not responsible for, the digital marketing and cookie practices of third parties, for example, third party websites linked to/from RBC digital channels.