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
Pension 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
Build on what you’ve achieved with personalised wealth planning and strategic investment management to help you make informed decisions and bring your ideas to life.
Wealth doesn’t grow by accident. It takes insight, planning and a clear understanding of where you’re headed. By applying expertise to the choices in front of you, you can make informed decisions that bring your ideas to life.
Sound decisions rarely happen in isolation. Our wealth managers combine experience with insight to identify opportunities and help you take advantage of them.
Your goals guide the strategy we build – one designed to adapt as your needs and priorities evolve. Backed by the strength of RBC, you’re supported by the scale and stability of a global firm.
Learn more about RBC Wealth Management
We work with individuals and families, professionals, business owners, corporate executives and retirees, typically with investable assets between £250,000 and £5 million.
Clients come to us when they’re thinking about what’s next. We combine their goals with our expertise to create lasting partnerships built on trust, insight and your vision of what’s possible.
Your dedicated wealth manager will help you see the big picture and stay on course through personalised wealth management, including:
Our fees and charges
Your wealth manager will work with you to develop personalised solutions that help turn ideas into action – giving you structure, direction and flexibility.
A personalised financial plan supports your ability to manage your wealth and focus on what matters most, with guidance tailored to your goals and family priorities.
Enjoy the retirement you envision with a strategy built around your priorities, what you need to save, and the tools to help you get there.
Life can change quickly. We can guide you through significant moments – whether planned or unexpected – with clear advice, insightful ideas and tailored strategies.
Prepare for pivotal moments in your business journey. We provide experienced guidance to help you grow your business, plan an exit and manage the proceeds.
Manage the risks that concern you the most with a plan to help ensure you, your loved ones and, if needed, your business are protected against the unexpected.
Your wealth tells a personal story. We’ll help you explore ways to help pass on more of it to your loved ones, securely and efficiently.
Make your wealth work for you. Choose how your investment portfolio is managed, based on a customised strategy that reflects your risk tolerance and personal goals.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Our global custody solutions encompass both segregated and omnibus-level accounts, tailored to your specific requirements.
Speak with one of our advisers to explore how we can help turn your ambitions into lasting results.
Discover what can happen when we bring our ideas together to help you make the most of your wealth.
Meet our RBC Brewin Dolphin wealth management team, whose experience and insight shape the advice and service we deliver.
Associate Director, Wealth Manager
Business Development Manager
Wealth Paraplanner
Director, Wealth Manager
Wealth Manager
Access to our full range of integrated wealth management solutions, adapted to your own circumstances, ambitions and legacy.From £5,000,000 across investable assets and lending
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.
A simple way to invest. Our easy-to-use online platform offers expertly designed portfolios aligned with your investing style, risk tolerance and goals.
The value of investments 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.