OUR SERVICES
Investment management for charities
A bespoke portfolio built around your organisation’s objectives, income needs and risk appetite
Reporting and administraton
Meet your obligations with clarity through robust reporting, portfolio analysis and administration
About RBC Wealth Management
Experienced local Brewin Dolphin wealth managers, backed by the global strength of RBC
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 Brewin Dolphin
Awards and recognition
Recognising our service and industry leadership
Leadership
The experts 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 insights and thought leadership
Analysis, insights and research from our local and global networks
Sustainable drawdowns
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
ADDITIONAL RESOURCES
Charities Perspectives magazine
An annual publication featuring industry insights for charity leaders
Insights and ideas
Articles exploring the events and trends driving the world and the third sector
Case studies
Real experiences showing how we turn ideas into action
Your charity is unique. We take the time to understand the responsibilities you carry and the purpose behind every decision, tailoring our investment management to your organisation’s mission and goals.
RBC Brewin Dolphin is one of the largest charity investment managers in the UK and Ireland, with eight specialist teams managing over £4 billion for more than 1,700 charities. Our teams are strategically located across the UK, combining local insight and close community ties with the scale and resources of a leading wealth manager.
We work with charities of all sizes across sectors, including education, healthcare, religion and social causes, helping them achieve lasting impact. While investment objectives may be similar, governance structures and priorities often differ – and our approach reflects this.
“Whatever your charitable goals, we’re here to help you make them happen. Let’s work together to secure your organisation’s future.”
Lynne LamontHead of Charities, UK
Our award-winning team provides tailored investment and reporting solutions designed to meet your organisation’s goals and responsibilities.
At RBC Brewin Dolphin, we design bespoke portfolios exclusively for charities. Each portfolio is built around your organisation’s objectives, risk appetite and ethical considerations.
We offer a range of responsible investment options – from ethical screening to socially responsible funds – so your charity’s investments reflect and reinforce its mission and values.
You uphold the highest standards of reporting and portfolio analysis as part of your duties as a trustee. We work closely with you to ensure you have the information you need and a clear understanding of the implications of each investment decision.
In addition to regular meetings, we keep you informed about the performance of your organisation’s investments through quarterly reports and valuations.
Access dedicated resources, including our Charity Perspective magazine, case studies and trustee training webinars. Many of our Charity team members also serve as trustees, giving them first-hand insight into the challenges and opportunities you face.
Responsible investing is integral to how we manage charity portfolios. From research to portfolio construction, we consider environmental, social and governance (ESG) factors at every stage, helping charities pursue positive outcomes for beneficiaries and wider society.
At RBC Brewin Dolphin, we share ideas, research and analysis to help trustees and charity leaders make informed decisions.
Our Charity team is here to discuss how we can support your organisation’s mission and financial goals.