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
Helping charities to achieve their financial goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.
We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to its specific needs.
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You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.
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We believe that responsible investing is important at all stages of the investment process, from our research analysts recommending stocks, to our clients telling us what they want their portfolios to achieve.
We are seeing increasing demand for all aspects of responsible investing from every corner of society. This is an exciting opportunity for us to serve our clients in innovative ways and influence society around us.
Find out how we can help your charity achieve their financial goals.