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
Do more for others with your wealth – from supporting family to investing and giving with greater purpose.
Providing for someone you care about can take many forms – from funding education to backing a new ambition to helping a parent live comfortably at home. We can show you how this can fit into your plans.
At RBC Wealth Management, our expertise in responsible investing helps align your portfolio with the issues that matter to you. With thoughtful planning, your wealth can support positive change while working towards your broader financial goals.
Your philanthropy can extend far beyond a single gift. We can help you create a considered approach to strengthen your impact, from charitable support today to legacy planning.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
Speak with an RBC adviser about taking the next step.
“I want to grow my wealth and open up new opportunities.”
We’ll work together to develop strategies that focus on what’s important to you, your needs and those of your family.
“I want to live life to the fullest, today and into the future.”
Balance the competing needs of today with your ideas for the future. We’ll help you build a clear plan so you’re ready for what’s next.
“I want to know I’m prepared for whatever may happen.”
Change is constant, so plan for it. We’ll guide you through ways to helpmaintain your wealth and enjoy more peace of mind.