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
Access account forms, literature and client materials related to our Discretionary Fund Management (DFM) service.
Discretionary Fund Management client brochureBrochure for the clients of financial advisers
Intermediary charges agreementYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form for offshore bondsYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary Trust within Offshore Bond account opening formYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary Company within Offshore Bond account opening formYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form: General Investment Account & ISAYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form for Self Invested Personal Pensions (SIPPs)You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form for trustsYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form for companiesYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form for charitiesYou will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form: ISAYou will need to fill in this form to provide background information to help us provide your client with our discretionary investment management services
Intermediary account opening form: pensions (11 or fewer pension scheme members)You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
Intermediary account opening form: pensions (12 or more pension scheme members)You will need to complete one of our account opening forms in order to set-up an account with RBC Brewin Dolphin
ISA stocks & shares subscription formYou will need to complete one of our ISA subscription forms
ISA application form for the clients of intermediariesYou will need to complete one of our ISA application forms in order to set-up an ISA with RBC Brewin Dolphin
Client transfer authority form for intermediariesYou will need to complete one of our transfer authority forms
ISA transfer authority form for the clients of intermediariesYou will need to complete one of our ISA subscription forms
Change of investor details for the clients of intermediariesYou will need to complete our change of client details form for any changes needed
4MLD charity formAML charity client risk factors form
4MLD corporate formAML corporate client risk factors
4MLD trust formAML trust client risk factors
Intermediary Retail Client T&CsFor the clients of financial advisers
Risk guide for financial advisersYou will find an explanation of the RBC Brewin Dolphin risk categories and how we partner with you to thoroughly understand your clients’ risk profile to create their bespoke portfolio
Protection of client money and assetRBC Brewin Dolphin has stringent processes in place to protect client money
threesixty Due Diligence report
Third party due diligence document created by threesixty
Bespoke Discretionary Fund Management Target Market and Fair Value Information
Bespoke Retirement Solution Target Market and Fair Value Information
Rooted in impartiality, 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 process helps turn research into results – it brings together expert judgement, disciplined selection and continuous review. This ensures portfolios adapt to changing markets while staying true to your clients’ financial objectives.
Our business development team is here to help answer any questions you may have about our MPS service or supporting materials.