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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
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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
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
Align your investments with your values and financial goals. You have the power to support companies embracing sustainable and responsible business practices.
RBC’s purpose is to help clients thrive and communities prosper. Our approach to responsible and sustainable investment brings this purpose to life.
While responsible and sustainable investing can feel complex – industry terminology, competing approaches and different standards – we cut through the noise. Our team guides you through what matters, so you can make informed decisions and invest with confidence.
We have a framework that outlines our approach to responsible and sustainable investment. It distinguishes between responsible investing and sustainable investing, as explained below.¹
Our responsible investment approach applies to funds and equities covered by our research and stewardship processes. We do not label equities, funds or portfolios as responsible investments.
We employ an ESG (environmental, social, governance) integration approach in our investment decision making. We also engage with companies and funds on material ESG factors.
Your values guide what goes into your portfolio. Based on excluded investment policies or your personal preferences, you can choose to:
This flexibility ensures your investments work toward your financial goals while respecting your preferences.
We define sustainable investment as investing with the stated intention of achieving positive sustainability outcomes alongside financial returns.
These strategies combine:
Our classification document identifies where our current solutions are subject to our Responsible and Sustainable Investment Framework. It shows solutions that are considered core investments where we apply our responsible investment approach; solutions that are subject to positive and ethical screens; and solutions that include assets that we define as sustainable investments.
For our full breakdown of our approach to responsible and sustainable investing, download our summary document.
Download our approach
While responsible and sustainable investing can feel complex – industry terminology competing approaches and different standards – we cut through the noise. Our team guides you through what matters, so you can make informed decisions and invest with confidence.
Responsible investment
A strategy and practice to incorporate environmental, social and governance factors in investment decisions and active ownership.
Sustainable investment
Investing with the stated intention of achieving positive sustainability outcomes (i.e. with a sustainability objective) alongside financial returns.
ESG integration
The practice of including ESG factors in investment analysis and decisions to better manage risks and improve returns.
Stewardship
The responsible allocation, management and oversight of capital to create long-term sustainable value for clients and beneficiaries. Learn more about our approach to stewardship.
¹ In respect of funds, our RSIF framework recognises those which are labelled under the UK Sustainable Disclosure Requirements (SDR) regime and classified under the European Sustainable Finance Disclosure Regulation (SFDR).
Not all solutions are suitable for all clients; our portfolio solutions and non-UK funds are not subject to the Financial Conduct Authority’s (FCA’s) SDR labelling regime. This page contains general information only. It is not intended to be specific investment advice, or an investment recommendation. Please bear in mind that the investments and services contained within this document may not be suitable for all investors.
We will only be bound by specific investment restrictions which have been requested by you and agreed by us. Sustainable investments prioritise positive ESG characteristics but may not have sustainable investment targets, or impact outcomes unless explicitly stated. ESG-driven exclusions may limit the investment universe, potentially leading to performance differences compared to products that do not prioritise ESG characteristics. Sustainability assessments, ESG data, and classifications rely on third-party information, which is subject to limitations, assumptions, and may evolve over time.
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Reflect your values and sustainability preferences in your investments. Speak to one of our advisers today.
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.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.