OUR SERVICES
Investment management for charities
A bespoke portfolio built around your organisation’s objectives, income needs and risk appetite
Reporting and administraton
Meet your obligations with clarity through robust reporting, portfolio analysis and administration
About RBC Wealth Management
Experienced local Brewin Dolphin wealth managers, backed by the global strength of RBC
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 Brewin Dolphin
Awards and recognition
Recognising our service and industry leadership
Leadership
The experts 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 insights and thought leadership
Analysis, insights and research from our local and global networks
Sustainable drawdowns
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
ADDITIONAL RESOURCES
Charities Perspectives magazine
An annual publication featuring industry insights for charity leaders
Insights and ideas
Articles exploring the events and trends driving the world and the third sector
Case studies
Real experiences showing how we turn ideas into action
RBC Brewin Dolphin’s charity team hosts a range of seminars, trustee training sessions, conferences and other networking opportunities across the UK.
Each of our events bring together our own charity investment specialists with solicitors, accountants and auditors working with the third sector. We often also have charity speakers sharing their challenges, experiences, and lessons learnt.
To remain up-to-date on our events, please email us at charities@brewin.co.uk and let us know that you would like to join our mailing list.
We are delighted to invite you to our Spring webinar series, designed specifically for charity trustees and senior charity leaders seeking practical insight into the financial, governance and strategic challenges facing the sector today.