Explore how we help
We create a plan tailored to your complex needs
WHO WE HELP
Individuals and families
Your wealth, goals and family priorities
Business owners and entrepreneurs
Your business, wealth and next steps
Corporate executives
Complex income, equity and career transitions
International individuals and families
Life and wealth across multiple countries
UHNW and Family Offices
Significant, complex and multi-generational wealth
YOUR IDEAS & GOALS
Plan for growth
Grow your wealth and open up new opportunities
Live well
Live life to the fullest, today and into the future
Secure your future
Be prepared for whatever may happen
Make a difference
Support the people and causes you care about
WORKING WITH PROFESSIONALS
Intermediaries
Scale, security and investment discipline for your clients
Professional partners
Specialist support to enhance your client offering
Charities
Effective governance, oversight and long-term sustainability
About RBC Wealth Management
Experienced local advisers, backed by global strength
Our offices
Over 30 offices in the UK, Ireland and Jersey
WHO WE ARE
Our history
Generations of clients have relied on RBC Wealth Management and RBC Brewin Dolphin
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
Supporting 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
Explore our solutions
Let’s set your ideas in motion
RBC Private Wealth
Integrated solutions for significant and complex wealth
RBC Brewin Dolphin
Personalised financial planning and investment advice
Brewin Portfolio Service (BPS)
Simple, guided investing through an online platform
RBC International Trusts
Specialist structures for long-term wealth preservation
OUR CORE SOLUTIONS
Wealth planning and management
A bespoke plan to manage and grow your wealth
Investment management
Tailored portfolios aligned with your goals
Pension and retirement planning
Plan for the retirement you want
Inheritance tax and estate planning
Helping you pass on more of your wealth efficiently
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Banking
Dedicated banking for your personal and global needs
Financial advice for business owners
Guidance for growth, exit and managing proceeds
Responsible and sustainable investing
Invest with greater purpose in line with your values
Philanthropy
Create a lasting impact through strategic giving
Trusts and foundations
Protect and preserve wealth for future generations
Self-directed investing
Choose from a range of ready-made portfolios
Explore our insights and ideas
Analysis, insights and research from our local and global networks
Our newsletter
Subscribe to receive email updates on news, insights and upcoming events
Quarter-century crossroads
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Life reimagined: The biotech revolution and longevity
There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.
ADDITIONAL RESOURCES
Insights
Articles exploring the events and trends driving the world and your wealth
Market perspectives
Expert analysis and commentary on current market trends
Case studies
Real experiences showing how we turn ideas into action
Guides
Practical information to help you make informed decisions
Webinars
Conversations with our experts on the topics shaping wealth today
Be confident your arrangements are settled, so that your wealth continues to provide comfort, security and opportunity for those who matter most.
Wealth doesn’t stand still – and neither does life. Family dynamics, new ventures and shifting global conditions can affect how your long-term arrangements are intended to operate. Establishing a trust or foundation can bring clarity and continuity, helping decisions remain consistent with your wishes over time.
By understanding your ideas for the future, we can help put the right structures in place or take on the management of existing arrangements. This preserves what you’ve built and provides steady assurance for those who rely on it.
Behind every trust and foundation we administer is a team you can depend on. Our fiduciary specialists take the time to understand the practicalities and priorities that shape your wealth. They draw on deep knowledge and perspective to manage complex holdings responsibly, ensuring structure, stability and stewardship across generations.
Many of our Jersey directors bring more than 20 years of trust experience, most of it with RBC, providing seasoned judgement and long-standing familiarity with complex client structures.
Wherever your assets, businesses and family members are based, our team administers your arrangements with precision and care, maintaining accuracy, compliance and a faithful reflection of your wishes.
By staying true to our values, supporting our people, and maintaining a global mindset, our Trust business continues to be seen as a strong and reliable partner for our clients to achieve their wealth goals.”
Gail McCourtHead of RBC International Trusts, RBC Wealth Management
A trust is a legal relationship that allows you, the settlor, to transfer ownership of certain assets to another person or company (the trustee). The trustee manages and administers those assets for the benefit of the people you’ve chosen, who may include you.
By separating yourself from the legal ownership of those assets, a trust – or, in some circumstances, a foundation – can offer structure and flexibility in how your wealth is managed and shared. It can help you:
Our International Trusts business is based in Jersey – one of the world’s most respected offshore centres. From here, we provide trusted fiduciary services to clients around the world, combining global capability with local expertise in a well-regulated, fiscally efficient environment that complies with international reporting requirements.
International wealth is rarely confined to a single adviser or jurisdiction. We work collaboratively across RBC teams and with your external advisers to help ensure regulatory alignment and operational continuity.
Visit our Jersey office
Many of our clients have U.S. or Canadian connections. Our team understands the regulatory and reporting frameworks that affect U.S. persons and North American families living or investing internationally.
Our experience working with dual citizens and internationally mobile families means we have a deep familiarity with U.S. requirements such as FATCA, FBAR and IRS reporting, as well as Canadian reporting requirements.
Your trust professional helps you protect, manage and transfer wealth through tailored fiduciary solutions that provide structure, continuity and care across generations.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
Integrated wealth management and fiduciary expertise for Jersey residents and those relocating there, delivered with structure, discipline and oversight.
Coordinate the many aspects of family wealth with dedicated expertise and support, helping you manage complexity, seize opportunities and stay in control.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
Speak with a trust professional to explore how we can help your ambitions become lasting results.
Discover insights, research and guides from experts across RBC Wealth Management to help you make informed decisions.
A couple’s heartfelt idea to help preserve family wealth became a plan to create lasting impact.
If your family is global, your estate planning should be too. Preserve your assets by setting up international trusts for your loved ones.
Trust beneficiaries inherit wealth – and at times, conflict. Understanding potential pitfalls can help beneficiaries navigate those difficult scenarios.
Meet our International Trusts team, known for their experience, integrity and a commitment to thoughtful stewardship.
Head of RBC International Trusts
Managing Director, Head of Fiduciary Clients
Managing Director, Head of Technical Trust
Director, Head of Special Projects
Director, Fiduciary Specialist Team Lead
Director, Fiduciary Specialist Team
Access to our full range of integrated wealth management solutions, adapted to your own circumstances, ambitions and legacy. From £5,000,000 across investable assets and lending.
Personalised wealth planning to help you prepare and invest for the future. We work alongside you to develop strategies that reflect your life, priorities and ideas. From £250,000 in investable assets.
A simple way to invest. Our easy-to-use online platform offers expertly designed portfolios aligned with your investing style, risk tolerance and goals.