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
Balance the competing needs of today with your ideas for the future. We’ll help you build a clear plan so you’re ready for what’s next.
How you manage your wealth – whether for yourself or your family – is unique to you. A tailored RBC Wealth Management plan puts your ideas into action, giving you greater control and more freedom in how you live.
From purchasing a property to supporting a child’s education, we help you plan with purpose. Backed by our experienced guidance and a clear strategy, you can make informed decisions.
Your wealth gives you the opportunity to live well and explore new possibilities. We work with you to sustain your lifestyle as circumstances change.
A personalised financial plan supports your ability to manage your wealth and focus on what matters most, with guidance tailored to your goals and family priorities.
Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
Enjoy the retirement you envision with a strategy built around your priorities, what you need to save, and the tools to help you get there.
Our advisers can help you enjoy today without losing sight of tomorrow.
“I want to know I’m prepared for whatever may happen.”
You can’t control tomorrow, but you can prepare. We’ll guide you through ways to help maintain your wealth and enjoy more peace of mind.
“I want to support the people and causes I care about.”
Do more for others with your wealth – from supporting family to investing and giving with greater purpose.
“I want to grow my wealth and open up new opportunities.”
We’ll work together to develop strategies that focus on what’s important to you, your needs and those of your family.