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
Our Passive Plus MPS gives access to a range of lower-cost index funds, carefully selected by our in-house Research team to meet your clients’ needs and risk appetite.
Our Passive Plus MPS delivers expert portfolio management, just like our standard Managed Portfolio Service (MPS), offering a range of managed portfolios selected by our in-house, expert Research team.
Each month, our Investment Committee reviews what’s happening in the markets and adjusts the portfolios accordingly. However, the underlying funds are predominantly index funds, which means Passive Plus MPS comes with a management fee of just 0.2%.
When appropriate, we’ll add actively managed funds to strengthen diversification and boost long-term performance.
MPS lets you outsource the day-to-day management while your client relationships stay firmly yours. You match clients to portfolios and monitor their suitability – we handle the rest.
What Passive Plus MPS offers you and your clients:
Seven model portfolios, each aligned to a specific investment objective and attitude to risk
0.2% 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
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