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
Navigate complexity with confidence – holistic wealth management services coordinated through one relationship for internationally mobile families.
If your life spans multiple countries – whether through business interests, property holdings or family connections – you face unique challenges in coordinating wealth management across borders. We specialise in serving families who need sophisticated solutions that work across jurisdictions.
Our experience includes families with interests spanning Europe, North America, and key financial centres, and those planning international relocations that require careful restructuring of existing arrangements.
From Jersey or the UK, we can coordinate your complete financial picture. Investment portfolios, banking relationships, trust structures and succession plans working together rather than in isolation.
Your relationship manager becomes your single point of clarity, working across our specialist teams to ensure every decision considers your full circumstances and long-term family objectives.
Canadian and U.S.-connected families face distinct regulatory environments that require specialist knowledge. Whether you’re an American or Canadian with cross-border interests, we may be able to provide the expertise and infrastructure to manage your wealth compliantly and effectively.
Our teams understand FATCA and FBAR requirements alongside the investment and banking needs of internationally active North American families.
For American citizens living in the UK, we provide a full suite of banking and investment services. We may also (subject to compliance with all applicable legal and regulatory requirements) be able to deliver sophisticated solutions for North American individuals and families with complex cross-border wealth.
Business sales, inheritances, relocations and generational transitions create both opportunity and complexity. These pivotal moments demand more than transactional services – they require strategic thinking that protects what you’ve built while positioning your wealth for what comes next.
We help families simplify their financial affairs following liquidity events, establish structures for multi-generational wealth transfer, and coordinate the multiple moving parts that come with significant change.
Your idea of global growth requires a strategic home. Many internationally mobile clients choose Jersey to consolidate their wealth, gaining tax efficiency, regulatory certainty and seamless access to world markets. We pair this stability with our global network, connecting you to specialists in wealth management, asset management and capital markets worldwide.
This integration delivers sophisticated investment solutions, comprehensive banking services and compliance with global reporting requirements – addressing both the technical complexities and personal priorities of international wealth.
NOTE: Our ability to provide products and services from the UK and Jersey to overseas clients is subject to applicable legal and regulatory restrictions, potentially including licensing requirements. Not all of our products and services are available in all jurisdictions, and availability may be limited by applicable laws or regulations in your country of residence. The information on this website does not imply that all RBC products and services will be accessible to you; this will depend on a full analysis of the legal and regulatory requirements applicable to your jurisdiction.
Speak with our team to explore how integrated wealth management can bring clarity to complexity.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
Meet our Private Wealth team, known for their experience, discretion and understanding of sophisticated wealth.
Senior Director, Relationship Management
Director, Relationship Management