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 MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency to benefit investors.
Our six MI Select Managers funds, which are available to external distributors, have been a popular addition to our Managed Portfolio Service (MPS) since their launch in 2018 (the MI Select Managers Alternatives fund launched in 2022, and the Global and Emerging Markets fund launched in Feb 2026).
We’ve extended the range to include two new share classes. These are available directly to retail clients, advisers and professional investors using a manager-of-managers approach.
The funds have a number of underlying mandates managed by third-party investment managers, which have been chosen by our in-house Research team based on both qualitative and quantitative characteristics.
Invests in UK-focused strategies, with the aim of providing long-term capital growth and income.
Invests in UK-focused strategies producing a sustainable dividend yield. The aim is to provide income along with the opportunity for capital growth.
Invests primarily in U.S.-focused strategies. The aim is to provide long-term capital growth and income.
Invests in debt instruments by governments, companies and other large organisations. The aim is to provide income along with the opportunity for capital growth.
Can invest in a diversified, global basket of alternative assets, from commodities and real estate through to private equity and absolute return strategies. The aim is to provide a positive return on a rolling five-year basis.
Invests primarily in opportunities across global equity markets (including both emerging and developed markets). The aim is to provide long-term capital growth and income.
The funds can be used within third-party portfolios/Centralised Investment Propositions, or as a single asset strategy within a client portfolio.
The funds are managed by RBC Brewin Dolphin with Apex FundRock Ltd (formerly Maitland) operating as Authorised Corporate Director (ACD) and fund administrator.
What MI Select Managers funds offer you and your clients:
Highly diversified funds with large allocations to highly liquid portions of the market.
A strategic approach to investing money, driven by our Investment Committee and in-house Research team.
Keeping segregated mandates under one fund structure for improved operational efficiency and, in turn, reduced cost and risk for investors.
Six funds across asset classes, which can be used as single strategy funds or within a portfolio.
We employ an environmental, social, governance (ESG) integration approach in our investment decision making. We also engage with funds on material ESG factors.
Competitive OCFs, which include our own management fee and the OCFs of the underlying funds.
The value of investments, and any income from them, 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. Forecasts are not a reliable indicator of future performance.
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