OUR SERVICES
Compensation management services
Expert support to help manage and protect your client’s compensation awards
Family law client support
Specialist guidance for divorce and settlement planning
International expertise for trustees and advisers
Support for cross-jurisdictional structures and long-term planning
About RBC Wealth Management
Experienced local Brewin Dolphin wealth managers, backed by the global strength of RBC
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Over 30 offices in the UK, Ireland and Jersey
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Generations of clients have relied on RBC Wealth Management and Brewin Dolphin
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We help you protect and oversee your clients’ compensation awards through tailored wealth management, with ongoing support for you and your clients over the long term.
When your clients receive a compensation award following a serious injury, the decisions they make about that money can shape their financial security for decades.
We understand the care and diligence required when representing clients who have received a settlement, or when acting as a deputy or guardian in challenging circumstances. Our wealth managers are trained by leading Court of Protection deputies and work to the standards these professionals expect, bringing the expertise and sensitivity these cases demand.
Through hundreds of engagements, we’ve learnt that lasting success comes from understanding needs and objectives from the outset – and from building trusted relationships with you, your clients and their families that last a lifetime.
Our team provides clear financial guidance, responsive service and prudent investment management for Court of Protection and personal injury cases, helping you support your clients when they need it most.
Your relationship with your clients is built on trust. We’re committed to earning that same trust through every interaction.
A collaborative, client-focused approach
We specialise in working alongside solicitors, professional deputies and trustees to provide integrated investment and wealth planning services. Our approach is built on empathy and a genuine commitment to protecting vulnerable clients’ assets, with clear communication that helps clients make informed decisions.
Early engagement and planning
Before tailoring any post-settlement investment solutions, we take the time to understand your client’s unique circumstances and financial requirements across the short, medium and long term.
A consistent point of contact
A dedicated wealth manager will oversee our relationship with you, supported by our specialist Compensation Management team, adapting to your clients’ communication and service preferences and aligning our approach with their needs and yours. Whenever you contact us, you’ll receive a prompt response to your queries.
Administration that suits you
We appreciate that time is of the essence when dealing with the Court of Protection. That’s why we work collaboratively to ensure all documentation is prepared carefully and promptly, including year-end tax packs to assist with returns for HMRC and the Court of Protection.
Convenient access to our team
With 30 offices across the UK, Ireland and Jersey and a team of experienced wealth managers, we’re well-positioned to provide an efficient, local and specialised service wherever your clients are located.
1. Pre-settlement
Before the compensation claim is settled, we seek a detailed understanding of your client’s income and expenditure requirements. This enables us to:
2. Preparing a plan
We create an investment plan fully tailored to your client’s circumstances and needs, considering:
3. Putting the plan into action
Once the investment plan has been agreed, your dedicated wealth manager will implement the relevant investments.
4. Ongoing support
Our relationship continues long after the initial investments are made. Through annual reviews, valuations and regular engagement, we:
We support your clients over the long term, helping them achieve financial security and peace of mind.
Speak with our specialist team to explore how we can work together to help your clients achieve long-term financial security.
We provide specialist wealth management guidance for family law practitioners and their clients navigating divorce and civil partnership settlements.