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
Ideas for thriving in your third quarter
Living longer is one thing. Living well is another. Explore our third quarter longevity series – research, expert insight and practical guidance to help you plan the years ahead.
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
Catch up on RBC exclusive webinars at a time that suits you.
Whether you’re looking for education, or just inspiration, our global RBC experts and special guests share their insights on a range of topics.
With inheritance tax the number one concern of UK high-net-worth individuals, hear the UK’s top experts on Business Relief investments discuss their estate planning benefits and how they can be used to provide valuable relief from inheritance tax.Disclaimer: This does not constitute investment, tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. The value of your investment can go down as well as up, and you may get back less than you originally invested.
What lies ahead for the UK and global economies? Hear from world renowned financial journalist and Financial Times’ chief economics commentator, Martin Wolf, as he answers five of the most pressing questions from across the financial markets.
Join speakers from our RBC Emerging Artists series, Deconstructing the Art World, in partnership with RBC, Masterpiece and Sotheby’s Institute of Art as we discuss the key questions that the series explored.
Join us to learn more about the geopolitical consequences on the global economic outlook due to the pandemic and ongoing Russia-Ukraine conflict.
Hear from Tessa Clarke, co-founder and CEO of OLIO, an app designed to help combat food waste, on how we can stop a third of all the food we produce from being thrown away.
Listen as Dr. Ayesha Khanna, CEO and co-founder of ADDO AI, an artificial intelligence solutions firm and incubator, shares her insights on how technology is shaping our cities and lives, and its potential to bridge the digital divide.
Join Dr. Eliza Filby, Intergenerational Expert and Lucy Kellaway, Journalist and Educator, as they share their perspectives on the post Covid-19 work environment, new expectations and how lifelong learning will continue to take up a bigger part of our lives.
Katherine Waller, MD, RBC Wealth Management, hosts an expert panel including Camilla Dell, Black Brick, Jamie Morrison, HW Fisher, Zoe Longman and Burges Salmon as they discuss the buying trends that have come about as a result of Covid-19 and whether the current UK property market really is defying gravity.
In our final Rising Stars spring webinar, Faisal Manji, associate director, global manager research, discusses how this demographic is more than just ESG investing.
Our third webinar in the Rising Stars series hosted by Faisal Manji, associate director, global manager research, speaks with our associates to discuss how Millennials are targeting their philanthropic efforts.
Faisal Manji, Associate Director Research, sits down with our rising stars to discuss investing, sustainability and the future of the world’s population in 2100.
Watch as Faisal Manji, Associate Director Research, hosts our first spring series of rising stars where we discuss the rise of female CEO’s, investors and entrepreneurs.
Chaired by Guy Huntrods, hear from RBC’s Frédérique Carrier and Peter Schaffrik, as they discuss the impact of Brexit and COVID-19 on the economy and the investment landscape for the UK’s next chapter, in 2021.
RBC Wealth Management’s new Head of Investments, Juan Aronna hosts Eric Lascelles and David Storm, as they discuss the most important and impactful macro investment trends and themes for 2021.
We want to talk about your financial future.