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
Pensions 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
The next decade of wealth
This new decade has brought some of the biggest changes and challenges the world has seen in recent years. As we navigate this new reality, individuals and families are faced with decisions and choices that will affect their legacy, and the future…for years to come. Join us as we share insights on the topics of legacy and wealth transfer, impact investing and philanthropy.
An increasing number of people are looking for ways to better support causes and charities important to them. For many, it’s not just about donating money. Your philanthropic endeavors and how you go about them are as unique as you. Learn how to get started in philanthropy, the things to consider before you do and how some of the UK’s most impactful philanthropists have shaped their journeys—including some of the challenges and failures they’ve faced.
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Social inequalities and universal environmental threats have caused many to reevaluate how they invest for change and the future. Learn more about why environmental, social and governance (ESG) factors are among the most talked about investment criteria, how your peers are balancing purpose with profits and how industry leaders are reimagining solutions that will help solve pressing global concerns.
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Thinking about the future of your family and the protection of your assets can be daunting. Being prepared and well informed can help bring peace of mind amidst uncertainty. Understand what it means to define a legacy, what your peers are prioritising and how the needs and wants of the next generation are shaping the future for us all.
The next generations of ultra-high-net-worth families are coming together to create a large-scale impact on some of the world’s most daunting social challenges.
These steps will help kickstart your charitable giving journey so you can make a genuine, lasting impact on the causes important to you.
Learn how families can build a legacy of charitable giving and prepare younger generations for responsible wealth stewardship.
We want to talk about your financial future.