DISCRETIONARY FUND MANAGEMENT (DFM)
DFM service
Tailored portfolio solutions built around client priorities and goals
Bespoke Retirement Solution (BRS)
A retirement solution shaped by decades of investment experience
MANAGED PORTFOLIO SERVICE (MPS)
MPS
Managed portfolios designed for a wide range of client needs
Passive Plus MPS
Access to lower-cost index funds selected by our award-winning team
Sustainable MPS
Portfolios focused on long-term returns and responsible investment
Blended MPS
Blends of actively and passively managed funds
OUR FUNDS
Voyager risk rated funds
Access to our Managed Portfolio Service approach through a single, unitised fund
MI Select Managers funds
A single fund combining multiple specialist mandates
Consumer duty
How we help intermediaries fulfil these requirements
Four big issues facing advisers in 2026
Our round-up of key challenges and opportunities for the industry in the coming year
Unlocking the potential of legacy planning
A research-driven narrative for UK financial advisers
RESEARCH CAPABILITIES
Research philosophy
Delivering consistent performance and enduring value to your clients
Investment process
A rigorous, independent and dynamic approach to building and managing your clients’ portfolios
Research team
The experts whose work informs the portfolios we manage for your clients
THOUGHT LEADERSHIP
Our insights and ideas
Analysis, insights and research from our local and global network
Market perspectives
Expert analysis and commentary on current market trends
Guides
Practical information to help your clients make informed decisions
RBC Brewin Dolphin for Intermediaries
Disciplined investment management, backed by the scale and stability of a leading wealth manager
Trusted experience
For over 30 years, intermediaries have partnered with RBC Brewin Dolphin
Our offices
Over 30 offices across the UK and Ireland
OUR STORY
Who we are
Experienced investment managers helping intermediaries and their clients make informed decisions
Our history
Generations of clients have relied on Brewin Dolphin and RBC Wealth Management
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
Helping 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
DISCRETIONARY SERVICES MATERIALS
DFM literature
Account forms, literature and client-facing materials
MANAGED PORTFOLIO MATERIALS
MPS literature and factsheets
Sustainable MPS literature and factsheets
OUR FUNDS MATERIALS
Voyager risk rated funds literature and factsheets
MI Select Managers funds literature and factsheets
Everyone has ideas. The challenge is making them happen. We combine your ideas with ours to build a plan to help deliver the future you want – from building and protecting your wealth to maximising its potential.
Often, our clients come to us with their ideas, having been recommended by friends, family or other trusted professionals. Sometimes, they come to us as their wealth grows in scale and complexity, and they recognise the need for professional guidance.
However you find us, we take the same consultative approach: we get to know you and your family, understand your goals, and focus on long-term outcomes rather than short-term solutions.
As life changes, so do your priorities. We’ll help you manage and grow your wealth with clear, practical advice for your future and the generations that follow.
Running a business means your personal and professional lives are closely connected. We’ll bring informed perspective to help you manage both and keep your plans on track.
Senior roles demand focus. We’ll help you manage your wealth with clarity and discretion, so your personal plans get the same attention as your professional ones.
When your wealth and interests span more than one country, perspective matters. We’ll combine global insight with regional expertise to keep your affairs aligned across borders.
For families with substantial multi-generational wealth, scale brings responsibility. We’ll help manage it with care and foresight to sustain and extend their legacy.
Managing clients’ investments in today’s fast-moving market demands time and precision. We can handle the details – performance, compliance, quick market responses – so you have more time for your clients.
As a lawyer, accountant or other trusted adviser, you guide clients through important decisions. Partner with us to complement your expertise with investment insight and execution support – while you retain ownership of the relationship.
Rely on our experience in managing investments for more than 1,700 charities. We take the time to understand each organisation’s objectives and risk profile, building portfolios aligned to their obligations and goals.
Let’s explore what’s possible when we work together.
No two lives – or definitions of success – are the same. That’s why we start with you: your ideas, your pace and your priorities. We then bring together strategic insight, diverse perspectives and innovative technology to support them.
Having guided generations of clients through changing markets and life events, we focus on helping you achieve the goals that matter most to you.
The right advice starts with a conversation. We take the time to understand where you are now, where you’d like to be and what matters most to you. Together, we establish a clear direction and the foundations for what comes next.
We work with you to define what success looks like – whether it includes supporting your loved ones, pursuing new interests, planning for retirement or shaping a legacy.
Together, we explore the opportunities, trade-offs and complexities that will influence the decisions ahead.
Once we establish your goals and priorities, we develop wealth strategies that reflect them. Led by your adviser, we bring together expertise from across the organisation – including investments, lending, wealth planning and specialised areas – to build your dynamic, integrated plan.
With your approval, we implement your customised wealth plan, managing all the details and keeping you informed at every step. From executing transactions to coordinating portfolios, we oversee the process with care and precision.
As your life and the markets evolve, we anticipate change and adjust your strategy accordingly.
Generations of RBC Wealth Management clients have relied on our stability, integrity and forward-thinking approach. The world is changing, and so are we. By investing in our people and technology, we help our clients stay prepared for whatever comes next.
More about us
The success of our clients drives ours. The recognition we’ve received reflects the results we achieve together – and the ideas that make it possible
The value of investments can fall and you may get back less than you invested.Information is provided only as an example and is not a recommendation to pursue a particular strategy.