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
You bring your clients trusted advice. We bring the scale, security and investment discipline of a leading UK wealth manager. Together, we’ll help you support your clients’ ambitions and the success of your business.
Contact us
At RBC Brewin Dolphin, we believe great outcomes start with bringing together diverse perspectives.
Hear from RBC experts and leading voices across the industry on emerging trends, research-led strategies and new approaches to managing client wealth in an ever-changing world.
We are currently planning our next intermediaries’ programme.
Get email alerts when we announce or open new events.
Every client has ideas about their future. Our investment services combine disciplined research, expert management and responsive support – giving you the tools to help turn those ideas into real progress.
Voyager risk rated funds mirror the investment approach of our Managed Portfolio Service, providing access to the same expertise through a single, unitised fund.
More about Voyager risk-rated funds
Factsheets
Download the brochure
MI Select Managers funds combine multiple specialist mandates within a single fund, bringing together diversified expertise with greater operational and cost efficiency.
More about MI Select Managers funds
Our DFM offering builds bespoke portfolio solutions tailored to each client’s priorities, objectives and long-term goals.
More about DFM
Since 2008, our MPS has been used by over 1,000 advice firms and combines disciplined portfolio management with a strong focus on long-term client outcomes.
More about MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning Research team.
More about Passive Plus MPS
Sustainable MPS gives clients access to funds that seek long-term investment returns, while aiming to contribute to or enable socially and/or environmentally positive outcomes, and exclude exposure to controversial sectors.
More about Sustainable MPS
Our BRS is an evolution of our established investment approach, drawing on decades of expertise and experience in financial markets.
More about BRS
Whitepaper
We take pride in the relationships we build with advisers, grounded in clear communication, consistent and tailored services, and genuine collaboration. It’s an approach that helps ensure your clients receive the same level of care and attention you provide every day.
“We have used RBC Brewin Dolphin now for many years. Both their Managed Portfolios and Discretionary mandates have provided fantastic service for our clients across the risk spectrum, with volatility levels we have been comfortable with.
The back up from the team at RBC Brewin Dolphin and in particular the quality of information and literature is great and support is always on hand and queries quickly resolved.”
“We have had a relationship with RBC Brewin Dolphin for ten years now, and they have consistently provided us with excellent levels of service.
As their proposition for advisers has expanded, this has helped to develop our relationship yet further, allowing us to tailor solutions to match our clients differing needs. We also pay very close attention to performance data, and they continue to produce good levels of risk-rated return for our clients.
Nothing is too much trouble, and a member of the team is always at hand to assist whether this be a simple admin query or a joint meeting with our client and one of RBC Brewin Dolphin’s investment managers.”
Our ongoing focus on quality and service has been recognised through multiple industry awards.
Managing investments at scale takes time. By partnering with us, you can focus on building client relationships while we concentrate on disciplined portfolio management and consistent delivery.
Our investment management and governance process is rigorous and transparent. We carefully select managers to support regulatory obligations, helping ensure that portfolios perform as your clients expect while maintaining full oversight.
Our in-house Research team provides the insight and analysis behind every investment decision. Their work helps you deliver informed advice and reduces the cost and risk of managing research internally.
When markets shift unexpectedly, we respond quickly and calmly. Our research-driven approach keeps portfolios on track and ensures you’re informed every step of the way.
Our business development team is here to discuss how we can support your clients and your business.