DISCRETIONARY FUND MANAGEMENT (DFM)
DFM service
Tailored portfolio solutions built around client priorities and goals
Bespoke Retirement Solution (BRS)
A retirement solution shaped by decades of investment experience
MANAGED PORTFOLIO SERVICE (MPS)
MPS
Managed portfolios designed for a wide range of client needs
Passive Plus MPS
Access to lower-cost index funds selected by our award-winning team
Sustainable MPS
Portfolios focused on long-term returns and responsible investment
Blended MPS
Blends of actively and passively managed funds
OUR FUNDS
Voyager risk rated funds
Access to our Managed Portfolio Service approach through a single, unitised fund
MI Select Managers funds
A single fund combining multiple specialist mandates
Consumer duty
How we help intermediaries fulfil these requirements
Four big issues facing advisers in 2026
Our round-up of key challenges and opportunities for the industry in the coming year
Unlocking the potential of legacy planning
A research-driven narrative for UK financial advisers
RESEARCH CAPABILITIES
Research philosophy
Delivering consistent performance and enduring value to your clients
Investment process
A rigorous, independent and dynamic approach to building and managing your clients’ portfolios
Research team
The experts whose work informs the portfolios we manage for your clients
THOUGHT LEADERSHIP
Our insights and ideas
Analysis, insights and research from our local and global network
Market perspectives
Expert analysis and commentary on current market trends
Guides
Practical information to help your clients make informed decisions
RBC Brewin Dolphin for Intermediaries
Disciplined investment management, backed by the scale and stability of a leading wealth manager
Trusted experience
For over 30 years, intermediaries have partnered with RBC Brewin Dolphin
Our offices
Over 30 offices across the UK and Ireland
OUR STORY
Who we are
Experienced investment managers helping intermediaries and their clients make informed decisions
Our history
Generations of clients have relied on Brewin Dolphin and 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
Helping 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
DISCRETIONARY SERVICES MATERIALS
DFM literature
Account forms, literature and client-facing materials
MANAGED PORTFOLIO MATERIALS
MPS literature and factsheets
Sustainable MPS literature and factsheets
OUR FUNDS MATERIALS
Voyager risk rated funds literature and factsheets
MI Select Managers funds literature and factsheets
Sustainable MPS gives clients access to funds that seek long-term investment returns, while aiming to contribute to or enable socially and/or environmentally positive outcomes, and exclude exposure to controversial sectors.
Sustainable MPS offers a choice of diversified portfolios that meet a range of objectives and risk profiles, and which are aligned to RBC Brewin Dolphin’s responsible investment philosophy.
The primary objective of Sustainable MPS is to maximise income and capital growth by investing in funds that seek long-term investment returns, while aiming to contribute to or enable socially and/or environmentally positive outcomes and exclude exposure to controversial sectors.
The Sustainable MPS portfolios are managed by the same expert team behind our proven Managed Portfolio Service (MPS).
Our Sustainable MPS is an investment management service that offers investors the opportunity to avoid investment in certain harmful sectors and utilise funds that aim to contribute to or enable socially and/or environmentally positive outcomes.
What Sustainable MPS offers you and your clients:
We offer a choice of five risk-managed, diversified portfolios that meet a range of objectives and risk profiles, and which are aligned to our responsible investment philosophy
0.3% management fee with cost-effective charges on underlying funds
Each portfolio’s environmental, social and governance (ESG) risk score is sourced using MSCI’s ESG analytics, and all of the fund managers we select for inclusion in our MPS portfolios are UN Principles of Responsible Investment (UNPRI) signatories
Active asset allocation of lower-cost passive funds
All portfolios are risk-mapped against Dynamic Planner, Defaqto, EValue, FinaMetrica, MorningStar, Oxford Risk and Synaptic
Robust and repeatable investment processes
Income
Income higher equity
Balanced
Growth
Global equity
The above ratings are correct as at March 2026. For the latest ratings, please refer to our factsheets. MSCI’s ESG ratings are designed to measure a company’s resilience to financially material environmental, societal and governance risks. They are not meant to serve as measure of corporate goodness, a barometer on any single issue or a synonym for sustainable investing.
Certain information ©2024 MSCI ESG Research LLC. Reproduced by permission.
As a signatory of the United Nations Principles for Responsible Investment (UNPRI), we ensure that the investment fund managers selected for inclusion also promise to incorporate ESG factors into their investment decisions and are active investment owners.
We also run a qualitative screen, which considers financial and non-traditional risks, our exclusion policies, and ESG risks and opportunities.
The team selects funds which are industry leaders in integrating ESG factors into investment decisions and stewardship activities, and funds that aim to contribute to or enable socially and/or environmentally positive outcomes and exclude exposure to controversial sectors.
Our approach focuses on the following criteria:
The value of investments, and any income from them, can fall and you may get back less than you invested. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Forecasts are not a reliable indicator of future performance.
Our team is here to discuss how our disciplined investment approach can complement your advice and strengthen client relationships.
We partner with you to deliver solutions that align with your clients’ investment objectives and attitude to risk, ranging from fully bespoke portfolios to our managed portfolio services (MPS) and our funds. We’re here to support your advice, not replace it.
Rooted in discipline and collaboration, our investment research philosophy focuses on uncovering long-term value. Every idea is explored through discussion and detailed analysis to identify opportunities that benefit your clients.
Our investment management process brings together expert judgement, disciplined selection and continuous review. This approach is designed to adapt to changing markets.
Gold rating for our Discretionary Fund Management service
A five star rating for our DFM MPS on Platform service
A five diamond rating for our DFM MPS (Platform) Family service