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
Our Stocks and Shares ISA lets you save tax-efficiently for your future. Invest up to £20,000 for the tax year and pay no income or capital gains tax on the returns.
A Stocks and Shares ISA is an individual savings account that lets you invest your savings in the stock market tax-efficiently. You can open a Stocks and Shares ISA if you’re a UK resident for tax purposes and aged 18 or over.
Tax efficient
Invest from as little as £500 up to £20,000 per tax year. You pay no income or capital gains tax on the investment return.
Potential for higher returns
Investing in stocks has the potential to deliver higher returns than cash savings. Historically, returns on the stock market have typically outperformed cash over the medium to long term.
However, it’s important to remember that the investment isn’t guaranteed. The value of your investments could fall, and you may get back less than you invested.
Flexible
Our Stocks and Shares ISA is a flexible ISA. This means you can withdraw money during the tax year and replace it within the same tax year, without impacting your annual ISA allowance.
Easily accessible
Get 24/7 access to your portfolios with our easy-to-use online portal and BPS app.
Invest your way
You can change your investment style and risk level at any time, free of charge.
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-advised 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 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
Yes. Complete an ISA transfer form and we will contact your current provider. We will request that the account is fully liquidated and that they send the proceeds to us. All funds will retain their ISA status. Please note your current provider may charge you for this request.
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 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.
Yes. While you can have more than one Stocks and Shares ISA, you can only pay into one per tax year.
Our portfolios are rebalanced monthly to ensure they maintain the relevant level of risk.
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.