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
We’re honoured to be recognised for helping our clients thrive and our communities prosper – and for creating an environment where ideas lead to better outcomes.
Canada
Awarded for RBC Wealth Management’s use of AI, empowering advisors to focus on building meaningful client relationships and driving business growth.
This award recognises RBC Wealth Management’s enterprise-wide AI strategy and implementation of RBC’s in-house GenAI tool among Canadian advisors, accelerating advisor impact with clients.
Europe
For the fourth consecutive year, RBC Wealth Management have been recognised for their leading trust offering and depth of experience in supporting clients with complex and multi-jurisdictional requirements.
RBC Wealth Management’s offering for ultra-high-net-worth clients, provided by the Private Wealth team, has been recognised on the European stage at the WealthBriefing European Awards 2025.
This award recognises RBC Wealth Management’s success in providing good investment outcomes and managing risk on behalf of our clients.
Global
RBC Wealth Management received this award for its innovative products and services, as well as its commitment to delivering exceptional client experiences globally.
For the third year in a row, RBC Wealth Management has been recognised for their commitment to helping our clients prosper in an ever-changing world through our personal approach, international reach and innovative technology.
RBC Wealth Management was recognised as an industry leader in Canadian wealth management, providing tailored private banking experiences to its clients delivered through innovative products and digital capabilities.
North America
This recognition highlights RBC Wealth Management’s dedication to enhancing digital integration, empowering clients and financial advisors to connect, collaborate and thrive.
RBC Wealth Management was recognised for its ability to navigate and evolve through market shifts and technological advancements while continuing to enable high-net-worth and ultra-high-net-worth clients in achieving their life goals.
This award recognises RBC Wealth Management for the third consecutive year and the firm continues to be identified as the overall best trust company, acknowledged for excellence in managing complex structures.
This award highlights the responsibility RBC Wealth Management holds to help create positive social and economic impact within communities for clients, prospects and intermediaries.
This award recognised RBC Wealth Management’s continued innovation in products and services, and its ability to provide superior client experiences globally.
This award recognises RBC Wealth Management’s continued investments in data and resources in order to support their initiatives and launch more dedicated ESG investment solutions. The firm continues to focus on the expansion of global thought leadership, education and investment solutions available to clients as the interest in responsible investing continues to grow.
RBC Wealth Management won this award for their client-first mindset and comprehensive suite of advice and solutions. They have earned the right to be the trusted choice for millions of clients worldwide.
For the second year in a row, RBC Wealth Management has been recognised for our commitment to helping our clients prosper in an ever-changing world through our personal approach, international reach and innovative technology.
Awarded to RBC Wealth Management for our commitment to relationship management, privacy and security, as well as our ability to provide impactful digital solutions in Canada.
This award recognised RBC Wealth Management’s industry-leading position in Canadian wealth management, providing exceptional and personalised private banking experiences to clients, using our leading product and digital capabilities.
RBC Wealth Management was recognised for its ability to navigate and evolve through market shifts and technological advancements while continuing to enable high-net-worth and ultra-high-net-worth clients to achieve their life goals.
Awarded for RBC Wealth Management’s investment in seamless digital integration and automation to drive efficiency, allowing clients and financial advisors to collaborate more meaningfully.
United States
This award recognises RBC Wealth Management’s holistic, custom wealth plans that pave the way for clients to achieve their goals, such as preparing for retirement, preventing risk, or funding education.
The RBC Wealth Management Practice Management and Teams Group won this award from its CX360 Program, an initiative that coaches financial advisors and provides resources to deliver an enriching, holistic, 360-degree client experience.
Asia
RBC Wealth Management’s discovery-led approach was recognised for the second year. Through this approach, the wealth planning team combines expertise and knowledge to tailor solutions suitable for its clients’ complex, multi-generational needs.
Among Canada’s bank-owned wealth management firms, RBC Dominion Securities led in investment advisor satisfaction—for the 17th consecutive year.
This award reflects RBC Wealth Management’s commitment to helping our clients prosper in an ever-changing world through our personal approach, in-depth knowledge and innovative technology.
This award recognised RBC Wealth Management as a best-in-class provider of private banking and holistic wealth management services in North America.
Awarded for RBC Wealth Management’s strategic investments and focus on leveraging digital solutions to strengthen the collaborative relationship between clients and financial advisors.
RBC Wealth Management was recognized for its ability to navigate and evolve through market shifts and technological advancements while continuing to enable high-net-worth and ultra-high-net-worth clients in achieving their life goals.
For the 14th year, RBC Wealth Management–U.S. was recognized with a top score on the nation’s foremost benchmarking survey measuring corporate policies and practices related to LGBTQ+ workplace equity.
This award recognises RBC Wealth Management as the strongest trust services provider amongst the Channel Islands’ world-renowned trust sector, highlighting our commitment to client service, innovation and excellence in managing complex structures.
The Working Families annual list of the most flexible and family-friendly employers considers employers large and small from across the public, private, and third sectors to highlight those embracing family-friendly policies and practices that specifically support mothers, fathers, and carers. It is the seventh time RBC has been recognised in the UK list.
This award highlights RBC Wealth Management’s integration of sustainability and ESG factors across all portfolios, not just dedicated ESG offerings.
RBC Wealth Management was recognised for the variety and quantity of sustainability and ESG content produced for clients, prospects and intermediaries.
This award recognised RBC Wealth Management’s strategic approach to growing the private client business, and the experience and longevity the fiduciary team has in providing a client-centric approach to service.
Awarded for RBC Wealth Management’s global initiatives that addressed the growing interest in responsible investing with a robust educational and awareness campaign.
Awarded for RBC Wealth Management’s discovery-led approach, allowing the wealth planning team to truly understand the complex needs of clients to ensure long-term financial health across generations.
RBC Wealth Management was once again recognised for providing exceptional and personalized private banking experiences to its clients, using leading product and digital capabilities.
Among Canada’s bank-owned wealth management firms, RBC Dominion Securities led in investment advisor satisfaction—for the 16th consecutive year.
This award recognised RBC Wealth Management’s ability to adapt to market and technological shifts in a post-COVID 19-economy, while continuing to protect and grow wealth for its high-net-worth and ultra-high-net-worth clients.
This award recognised RBC Wealth Management’s digital marketing initiatives and the launch of a new corporate website focused on accessibility, mobile-first and user-centric design.
For the 13th year, RBC Wealth Management–U.S. was recognised for implementing policies, benefits and practices to provide greater equity for LGBTQ workers and their families.
RBC Wealth Management–U.S. was recognised for its continued commitment to go above and beyond the everyday when offering benefits and building a positive culture for workers.
RBC Wealth Management was recognised for its robust global citizenship strategy that supports the community while empowering employees to be better citizens.
This rating was awarded for RBC Trust Company (International) Limited’s size, reputation, quality of service and performance.
This global award recognising organisational diversity, equity and inclusion initiatives was awarded to RBC for its focus on embedding diversity and inclusion in each part of the business.
Among Canada’s bank-owned wealth management firms, RBC Dominion Securities led in investment advisor satisfaction—for the 15th consecutive year.
Greater China
This award recognised RBC Wealth Management for being a purpose-led organization that has embedded community and social impact in the business.
Awarded for RBC Wealth Management’s wealth planning expertise and unique position to serve clients in Asia who have global ties.
Awarded for RBC Wealth Management’s continued investments in digital and data capabilities to improve client experiences, enhance financial advisor productivity and help drive sustainable growth.
This award recognised RBC Wealth Management’s exceptional growth in business performance and operational excellence, offering services to meet clients’ needs comprehensively.
RBC Wealth Management won this award in recognition of its digital and data capability enhancements to drive increased client satisfaction and financial advisor productivity.
RBC Wealth Management won this award for two initiatives: the rollout of new social tools in Canada to help investment advisors increase their digital presence, and the introduction of a global COVID-19 content program that curated content from across the organisation in real time.
South East Asia
RBC Wealth Management was recognised for its investment in automated tools that support the governance of philanthropic sponsorships, donations, volunteering and fundraising.
Awarded for RBC Wealth Management’s global expertise in wealth planning.
RBC Wealth Management–U.S. was recognised for implementing policies, benefits and practices to provide greater equity for LGBTQ workers and their families.
RBC Wealth Management–U.S. was recognised for implementing a measurable and sustainable approach to recruit and retain diverse talent, ensuring they can be their authentic selves at work.
RBC Wealth Management was recognised for its market leadership and demonstrated expertise in complex, multijurisdictional, dynastic planning for ultra-high-net-worth clients.
RBC Wealth Management was recognised for its vision for sustainable, long-term growth across the organisation.
RBC was recognised by the Diversity & Inclusion Index, which ranks more than 9,000 publicly traded companies globally by their workplace diversity and inclusion.
This award recognised RBC Wealth Management’s industry-leading position in Canadian wealth management and continued focus on holistic wealth planning.
In the annual survey of investment advisors’ satisfaction with their firms, RBC Dominion Securities was ranked first in 26 out of 31 key areas that help advisors capitalise on today’s unique opportunities.
This award recognised RBC Wealth Management’s continued innovation in products and services, and its ability to provide superior client experiences.
This award recognised RBC Wealth Management’s significant investments in digital and data capabilities to improve client experiences, enhance financial advisor productivity and help drive sustainable growth.
RBC Wealth Management–U.S. was recognised for its commitment to go above and beyond the everyday when offering benefits and building a positive culture for workers.
For more than a century , we’ve supported generations of clients in the UK, Jersey, Ireland and internationally, helping them build, manage and preserve their wealth through thoughtful planning, informed investment advice, and long-term relationships.