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
Pensions 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
Use our tool to find out how our solutions can help you reach your financial goals. Just choose an investment style and risk level that suits you to see what you could achieve.
Start investing on your terms from £500. You choose the investments, decide when to buy and sell, and shape your portfolio to match your goals. We provide the platform, research tools and ongoing support.
Get started in four steps.
All our solutions allow you to start investing with a £500 lump sum. You can also set up regular investments from £25 per month.
Make your money go further. Invest up to £20,000 per tax year in the stock market, with tax-free returns and withdrawals anytime.
Give your child a financial head start. Invest up to £9,000 per child each tax year with income and growth free from tax.
Used up your ISA allowance? With this account, there are no limits to how much money you can invest. Withdrawals can be made at any time, with profits taxed.
Bare Trusts* are a simple form of trust used to invest money for a child until they’re 18. A Bare Trust lets you withdraw money under limited circumstances before they’re 18, for things like education (but returns may be taxed).*To open a bare trust, contact us directly
Invest a lump sum from £500 with the option to make monthly contributions. Choose an investment style from:
• Designed to outperform the market over the long term.• Build your portfolio from individual shares, bonds and funds. Our Voyager range offers actively managed funds across different risk levels.• Your portfolio is automatically rebalanced every month by our in-house experts to maintain your chosen risk level.• Extra management means Active comes with higher management fees than our Passive approach.
• Designed to track global markets rather than outperform them.• Track market performance through low-cost index funds.• Your portfolio is automatically rebalanced every month by our in-house experts to maintain your chosen risk level.• As Passive is easier to manage, it costs less than Active.
BPS offers a range of solutions held across our risk levels three to eight–allowing you to invest your way. Your choice depends on your goals, time horizon and comfort with market fluctuations.
Our helpful risk guide shows the asset mix and simulated performance for each investment solution. It also contains tables showing how the investments may have responded during the last five to 10 years – highlighting what the largest annual loss might have been.
Download our risk guide
Once you’ve added your details, your account can be opened in as little as 10 minutes. We’ll then provide you with access to our online platform and BPS app so you can review and manage your investments at any time.
View key investor information documents
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 only provided as an example and is not a recommendation to pursue a particular strategy.
We know how important the human touch is. Our UK-based experts are on hand to answer yourquestions. 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