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
Our Blended MPS combines a selection of high-quality active and passively managed funds with the aim of providing enhanced returns while reducing the overall cost to your clients.
Blended MPS offers a choice of seven portfolios, each tailored to different investment goals and risk levels. Our in-house Research team combines a selection of high-quality actively and passively managed funds that hold an assortment of diversified investments. We manage the balance between the two styles, which brings a dynamic approach of investing and allows us to be agile across both styles.
The blend seeks to enhance returns by using actively managed funds, while index funds keep costs down when market efficiencies or investment opportunities exist. The blended allocation follows our Tactical Asset Allocation guidance, as with our active and passive MPS solutions.
Each month, our Investment Committee reviews the most appropriate mix of assets to hold for a given investment objective and key changes in the market.
This blended approach helps us deliver a cost-effective investment solution to generate competitive risk-adjusted returns.
Blended MPS allows you to outsource the day-to-day management of your clients’ investment portfolios, while preserving your client-adviser relationships.With Blended MPS, your client relationships always belong to you. You match your clients to one or more Blended MPS portfolios and monitor the portfolios’ ongoing suitability. Our job is to run the Blended MPS portfolios on your behalf.
What Blended MPS offers you and your clients:
Seven expertly managed portfolios, each aligned to a specific investment objective and attitude to risk
Benefit from the best fund managers, carefully selected by our expert in-house Research team
We harness our buying power to provide clients with access to high quality fund managers at cost-effective charges
Portfolios are rebalanced monthly to ensure consistent risk management and demonstrating the active management of our model portfolios
Available in a range of tax-efficient wrappers, including Individual Savings Accounts (ISAs), offshore bonds, and self-invested personal pensions (SIPPs)
Each portfolio’s environmental, social and governance (ESG) risk score is sourced using MSCI’s ESG analytics, and all of the fund managers we select for inclusion in our MPS portfolios are UN Principles of Responsible Investment (UNPRI) signatories
Our business development managers and investment managers are based across the country which means you’ll always be dealing with a dedicated local team.
Our team is here to discuss how our disciplined investment approach can complement your advice and strengthen client relationships.
We partner with you to deliver solutions that align with your clients’ investment objectives and attitude to risk, ranging from fully bespoke portfolios to our managed portfolio services (MPS) and our funds. We’re here to support your advice, not replace it.
Rooted in discipline and collaboration, our investment research philosophy focuses on uncovering long-term value. Every idea is explored through discussion and detailed analysis to identify opportunities that benefit your clients.
Our investment management process brings together expert judgement, disciplined selection and continuous review. This approach is designed to adapt to changing markets.
Gold rating for our Discretionary Fund Management service
A five star rating for our DFM MPS on Platform service
A five diamond rating for our DFM MPS (Platform) Family service