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
Voyager is a suite of multi-asset funds structured around defined risk profiles, giving you access to diversified portfolios for a wide range of clients.
Our risk-rated Voyager Funds enable your clients to access the proven investment approach behind our Managed Portfolio Service (MPS) within a fund wrapper. They were launched in late October 2020 to help you offer more choice to more clients.
Since then, we’ve expanded on the range by adding further risk categories as well as a Passive fund range in 2026. This mix of both active and passive holdings, held at varying levels, helps to better diversify you clients’ portfolios and hedge against market downturns.
Each Voyager Fund is mapped to its MPS equivalent with the same expert team at the helm and the same proven investment process. This means you can access the investment solution of your choice in a way that’s most suitable for your clients’ needs.
The Voyager Funds follow a fund of funds approach. These funds are designed to cater for a range of investment risk appetites and for those with medium to longer-term investment goals.
Each investment manager has the autonomy to manage your clients’ portfolios as they deem appropriate, within the parameters of your clients’ investment objectives and risk classification.
We’re independent from fund managers and insurance companies, which means we can deliver impartial investment management focused entirely on what your clients need. As a result, we offer:
Six multi-asset funds aligned to their MPS equivalents, giving you straightforward choices for a wide range of client objectives and risk profiles.
Portfolios are rebalanced in line with MPS, with the added flexibility of daily dealing within the fund.
Ongoing charges figures (OCFs) include the RBC Brewin Dolphin management fee as well as the underlying fund costs.
A robust, repeatable investment process driven by our Investment Committee and in-house Research team.
Each fund is mapped across leading frameworks, including Defaqto, Dynamic Planner, EValue, FinaMetrica, Morningstar and Synaptic.
Tactical adjustments are made regularly to reflect market conditions and our views on asset allocation.
The Voyager funds leverage the same MI Select Managers funds as MPS, which ensures that investments are guided by some of the best experts in the industry at competitive rates.
Exposure to equities, bonds, alternatives, property and cash, guided by research-led asset allocation views.
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Further information, including the prospectus
Our business development managers are here to discuss our investment solutions and how they can help you support your clients.
Our investment specialists, research analysts and asset allocation experts work together to deliver disciplined portfolio management – giving you added confidence in the recommendations you make.
Our established oversight framework provides structure, transparency and consistency across every portfolio, helping you meet client expectations and regulatory responsibilities with clarity.
We stay focused on markets, risks and opportunities, so you can stay focused on your clients – knowing that their portfolios are being monitored and managed with care.
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