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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
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Diversity and inclusion
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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
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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 believe that companies managing environmental, social and governance (ESG) risks and opportunities well are best positioned to create lasting value. Our approach forms part of a broader responsible and sustainable investment framework.
Responsible investment involves considering environmental, social and governance (ESG) factors in investment decisions and active ownership. As a signatory of the UN Principles for Responsible Investment, we align our approach with internationally recognised standards.
Each factor presents distinct risks and opportunities that can influence a company’s long-term performance:
Environment
How a company manages its environmental impact, including greenhouse gas emissions, resource use, land and biodiversity management, and waste.
Social
How a company upholds its responsibilities to people and communities through fair labour practices, respect for human rights, workplace safety, diversity and responsible supply chains.
Governance
How a company demonstrates leadership and accountability through board and management quality, financial reporting, anti-bribery and corruption practices, data security, remuneration and stakeholder governance.
Our discretionary investment service is tailored to each client’s objectives, delivered through experienced investment managers and financial planners. Responsible investment is embedded in this process – from how we analyse opportunities to how we act as stewards of client assets.
View the full details of our responsible and sustainable investment approach.
Our responsible investment approach includes:
We incorporate ESG factors into our evaluations of individual companies and fund managers. Using independent data providers, such as Sustainalytics, we assess material ESG risks and opportunities when constructing our approved investment lists.
We can enhance our responsible investing approach by applying selected positive and/or negative screening when assessing investments, based on our excluded investment policies and/or other preferences.
We actively engage with invested companies to protect and enhance long-term value. For each core holding, we monitor and engage with company leadership on material issues, including ESG practices, that may impact performance and sustainability. Find out more about our approach to stewardship.
A breakdown of how we approach responsible and sustainable investment.
We actively engage with the companies we invest in to drive positive change for our clients and society.
Our Climate Report outlines how we govern, manage and measure climate-related risks and opportunities across our business and client portfolios. Guided by the recommendations of the Task Force on Climate-related Financial Disclosures (TCFD), it provides transparency around exposure, metrics and progress. For comparison, view the 2023 report.Last updated: June 2025
Speak with an RBC Wealth Management adviser to unlock the full potential of your ideas.