OUR SERVICES
Investment management for charities
A bespoke portfolio built around your organisation’s objectives, income needs and risk appetite
Reporting and administraton
Meet your obligations with clarity through robust reporting, portfolio analysis and administration
About RBC Wealth Management
Experienced local Brewin Dolphin wealth managers, backed by the global strength of RBC
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 Brewin Dolphin
Awards and recognition
Recognising our service and industry leadership
Leadership
The experts 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 insights and thought leadership
Analysis, insights and research from our local and global networks
Sustainable drawdowns
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Specialist investment management that helps your charity make a lasting difference for the people and causes you support.
ADDITIONAL RESOURCES
Charities Perspectives magazine
An annual publication featuring industry insights for charity leaders
Insights and ideas
Articles exploring the events and trends driving the world and the third sector
Case studies
Real experiences showing how we turn ideas into action
Our General Investment Account (GIA) lets you invest as much as you want into a diverse range of funds, for greater stability and reduced risk.
A GIA is a flexible investment account that allows you to withdraw money whenever you want (but profits are taxed).
Open an account with a minimum £500 initial investment and add to it with a monthly Direct Debit from £25. This gives you the freedom to grow your savings at your own pace.
Withdrawals can be made at any time, with profits taxed, giving you control without restricting your financial flexibility.
Get 24/7 access to your portfolios with our easy-to-use online portal and BPS app.
A GIA could be the right choice for you if:
We have over a century of experience in helping people grow their wealth, taking a long-term view of investment and client relationships.
BPS is an execution only, non-advice service. We provide pre-determined portfolios which are designed by our in-house experts. We take on the hard work of picking what assets are in these portfolios, so you don’t have to. You just need to choose your investment style (active or passive) and risk category – we will do the rest.
You get access to our expert investment thinking through a range of pre-determined portfolios. Our simple fee structure ensures you know exactly what you’re paying, while you can track performance any time via our app or online.
We know how important the human touch is. Our UK-based experts are on hand to answer your questions. You can call us or email us whenever you need support.
Call us on 0333 207 9003Monday to Friday 8am to 6pmSaturday 8am to 12pm
Email us at customer.services@brewin.co.uk
Write to us at:Brewin Portfolio ServiceSixth Floor, Atria One144 Morrison StreetEdinburgh, EH3 8BR
No. The investments into a GIA aren’t guaranteed. The value of the investments in your portfolio can fall as well as rise, and you may get back less than you invested.
No. BPS uses pre-determined portfolios. We take on all the hard work of buying and selling individual assets. All you need to decide is what level of risk and investment style (active or passive) you want. Our friendly, UK-based BPS Customer Service team is here to help answer any questions you have about the service or portfolios we offer.
The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist.
Information is provided only as an example and is not a recommendation to pursue a particular strategy.