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
Your business represents years of commitment, risk, and achievement. Whether you’re scaling, planning a strategic transition, or reimagining life beyond ownership, we align your business, wealth, and personal aspirations into a cohesive long-term strategy.
As one of the world’s largest banks, we are equipped to meet the diverse needs of business owners and entrepreneurs. Once we understand your priorities and ambitions, we can connect you with specialists across RBC’s global network, providing access to capabilities in areas such as capital markets and private assets.
We also create opportunities to connect with other business owners through events and networks, offering the chance to share perspectives and learn from similar experiences.
As your business evolves, so do the decisions that shape your wealth. We work with you to connect business growth to your personal planning, helping ensure each step forward strengthens your long-term financial position and supports your broader goals.
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.
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.
Change is inevitable, both personally and professionally. We work with you to anticipate risks and put the right protections in place, helping ensure your business remains resilient and your family’s interests are safeguarded.
This includes planning for business succession, supporting continuity for your company and your family.
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.
Preparing to sell your business, whether in the near term or further ahead, requires careful planning. We help you navigate your exit, working with specialists to streamline the process and help you obtain optimal value.
Ahead of the sale, we develop investment strategies for the proceeds, so you can make informed decisions about your next chapter. After the sale, we can provide a secure place for your proceeds while you consider your options. We then work with you to build a wealth plan aligned to your goals – including helping you answer what comes next and how your wealth can support it.
We’ll also introduce you to the right people at the right time – whether that’s private equity firms, corporate financial specialists, lawyers, accountants, tax advisers, or other business owners who’ve been in your position before.
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.
Your success can extend beyond your business. We help you structure your giving to support family, employees or charitable causes in ways that reflect your values and ambitions.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
Streamline your approach to business and personal wealth management with an RBC adviser.