DISCRETIONARY FUND MANAGEMENT (DFM)
DFM service
Tailored portfolio solutions built around client priorities and goals
Bespoke Retirement Solution (BRS)
A retirement solution shaped by decades of investment experience
MANAGED PORTFOLIO SERVICE (MPS)
MPS
Managed portfolios designed for a wide range of client needs
Passive Plus MPS
Access to lower-cost index funds selected by our award-winning team
Sustainable MPS
Portfolios focused on long-term returns and responsible investment
Blended MPS
Blends of actively and passively managed funds
OUR FUNDS
Voyager risk rated funds
Access to our Managed Portfolio Service approach through a single, unitised fund
MI Select Managers funds
A single fund combining multiple specialist mandates
Consumer duty
How we help intermediaries fulfil these requirements
Four big issues facing advisers in 2026
Our round-up of key challenges and opportunities for the industry in the coming year
Unlocking the potential of legacy planning
A research-driven narrative for UK financial advisers
RESEARCH CAPABILITIES
Research philosophy
Delivering consistent performance and enduring value to your clients
Investment process
A rigorous, independent and dynamic approach to building and managing your clients’ portfolios
Research team
The experts whose work informs the portfolios we manage for your clients
THOUGHT LEADERSHIP
Our insights and ideas
Analysis, insights and research from our local and global network
Market perspectives
Expert analysis and commentary on current market trends
Guides
Practical information to help your clients make informed decisions
RBC Brewin Dolphin for Intermediaries
Disciplined investment management, backed by the scale and stability of a leading wealth manager
Trusted experience
For over 30 years, intermediaries have partnered with RBC Brewin Dolphin
Our offices
Over 30 offices across the UK and Ireland
OUR STORY
Who we are
Experienced investment managers helping intermediaries and their clients make informed decisions
Our history
Generations of clients have relied on Brewin Dolphin and RBC Wealth Management
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
Helping 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
DISCRETIONARY SERVICES MATERIALS
DFM literature
Account forms, literature and client-facing materials
MANAGED PORTFOLIO MATERIALS
MPS literature and factsheets
Sustainable MPS literature and factsheets
OUR FUNDS MATERIALS
Voyager risk rated funds literature and factsheets
MI Select Managers funds literature and factsheets
Over generations, RBC Wealth Management has grown by adapting to shifting client priorities, changing markets and new opportunities – including bringing together the strengths of RBC and Brewin Dolphin. Today, we work with clients like you to plan and build their financial futures with clear, strategic guidance at every stage.
With a long history of providing trusted advice and a commitment to innovation, we offer deep expertise, global perspective and fresh ideas to help you make informed decisions. Our four wealth management services – RBC Private Wealth, RBC Brewin Dolphin, Brewin Portfolio Service and RBC International Trusts – give you flexible ways to move toward your goals.
Your ideas shape your future, and we’re here to bring them to life. Our advisers help you make well-judged choices with clarity.
Whether you are building wealth, planning for retirement or preparing for future generations, we tailor our wealth management approach to your needs, circumstances and long-term goals.
See the solutions we offer
Through a proven, collaborative process, we work with you to develop solutions aligned with your ideas, timeline and priorities, turning possibilities into progress.
Stability and integrity underpin everything we do. As one of the world’s most stable and highly rated banks, we provide a secure foundation for your wealth management.
You benefit from our disciplined decision-making, dedicated oversight and commitment to doing what’s right.
For decades, we have maintained strong credit ratings from Moody’s, S&P and DBRS, demonstrating our financial resilience and prudent approach to risk.
Your success motivates us and fuels our innovation. We’re honoured to see that commitment reflected in industry recognition.
1869 – RBC is foundedOriginally incorporated as The Merchant’s Bank of Halifax, Royal Bank of Canada (RBC) begins operations in Nova Scotia.
1901 – RBC Wealth Management takes shape RBC establishes its early investment business in Toronto, focused on underwriting and distributing bonds.
1910 – crossing the AtlanticRBC opens a London office, expanding international capabilities.
1962 – expanding into JerseyRBC opens its Jersey office as the region develops into a growing financial centre.
2016 – a new home in JerseyRBC further demonstrates its commitment to Jersey by relocating to new waterfront offices at Gaspé House.
2021– RBC unites its London businessesCapital Markets, Wealth Management and Investor & Treasury Services move into sustainable new headquarters at 100 Bishopsgate.
2022 – a new chapterRoyal Bank of Canada acquires Brewin Dolphin, a wealth management firm with origins dating back to 1762. This move expands our wealth management offering, combining complementary strengths to give clients access to a wider range of expertise and more ways to help them achieve their goals.
Today – evolving through ideasWe bring together deep expertise, shared values and a long-term perspective to support the evolving wealth management needs of individuals, families and organisations across the UK, Jersey and Ireland
Explore our full history
Great outcomes start with diverse perspectives. Our team of wealth management professionals brings deep knowledge, insight and practical experience to help make your ideas happen.
We collaborate across advisory, planning and estate disciplines to support your progress. By combining local expertise with RBC’s global network, we provide insights, strategies and guidance that span markets and disciplines.
Browse our insights and ideas
At RBC Wealth Management, we take a broader view of wealth. It includes financial security, the well-being of our clients, and the strength and prosperity of the communities where we live and work.
Everything we do has an impact – from offering clients responsible investment choices to operating with integrity, supporting community initiatives, and contributing our expertise where it can make a meaningful difference. These efforts focus on encouraging and empowering our clients, teams and communities.
We look for opportunities to lend our time, ideas and resources to support positive change.
Longevity is one of the defining topics of our time, but it’s about more than just living longer – it’s about living well. Start planning today to grow your wealth, protect your lifestyle, and maximise life’s opportunities.