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 in-house team of research specialists analyses markets, tests theories and challenges assumptions. Their insight strengthens your advice and helps you guide clients with assurance.
At RBC Brewin Dolphin, our investment philosophy has been refined over more than 25 years and continues to shape every portfolio we manage. It’s built to deliver consistent performance and enduring value for your clients, based on six key principles.
Long-term vision
Investing with patience and perspective reduces the impact of short-term volatility and supports sustainable performance over time.
Balancing risk and return
A disciplined approach to portfolio construction strikes a balance between protecting wealth and pursuing new opportunities as markets evolve.
Value-driven growth
Focusing on quality businesses and funds delivers growth based on strong fundamentals rather than short-term market noise.
Protecting purchasing power
Diversification and thoughtful asset allocation help wealth hold its real value through changing economic conditions.
Cost awareness
Effective cost control ensures more of each return goes directly to your clients.
Responsible investment
Integrating environmental, social and governance (ESG) factors helps manage risk and reveals opportunities that support sustainable growth.
Sustainability is woven into our investment process – from research and selection to ownership and engagement. By considering ESG factors, we protect long-term value and encourage positive change where it matters most.
Our Research team takes an active role in stewardship, voting at meetings and engaging with company management on issues that influence performance or risk. We believe responsible ownership is essential to achieving sustainable outcomes.
Our process helps turn research into results – it brings together expert judgement, disciplined selection and continuous review. This ensures portfolios adapt to changing markets while staying true to your clients’ financial objectives.
Our team is here to discuss how our research and investment philosophies can support your clients.