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
Pensions 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
Ideas for thriving in your third quarter
Living longer is one thing. Living well is another. Explore our third quarter longevity series – research, expert insight and practical guidance to help you plan the years ahead.
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
Planning for the future has never mattered more
Legacy planning and wealth transfer can mean different things to different people. We all have varying goals, priorities and hopes for the future. But one thing common to us all is the need to plan and prepare to ensure our goals are reached.
Providing you with a diverse and thoughtful perspective is integral to our approach. In this series, discover what your peers are prioritising, how the needs and wants of the next generation are shaping decisions, and how protecting your assets is more important than ever.
Listen to what leading intergenerational expert Dr. Filby has to say about the generation being defined by the global COVID-19 pandemic. How this new world is changing the way they learn, engage in politics and use technology.
One of the country’s leading intergenerational experts talks to us about how values and behaviours have evolved over generations. What are the implications for us in 2020 as we look to the next generation, and their response to work, consumption, politics, society and economics.
Read more
Knowing when to start succession planning is one of the biggest challenges. Lay the groundwork now to help plot a transition to the next generation.
Investors’ options have just got wider. This month sees the unveiling of Voyager Passive, a fresh addition to RBC Brewin Dolphin’s suite of risk-rated Voyager funds.
Find out which gifts are subject to inheritance tax, how potentially exempt transfers work, and the ins and outs of the seven-year rule.
We want to talk about your financial future.