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
Access Key Investor Information Documents (KIIDs), transfer forms and our risk guide – everything you need to understand your options and manage your account.
Each of our portfolios is built from a combination of investment funds selected by our award-winning research team. The Key Investor Information Documents (KIIDs) below outline the objectives, risks, and charges for each fund.
HSBC European Index FundKey Investor Information Documents (KIIDs) for HSBC European Index Fund
FTSE 250 Index FundKey Investor Information Documents (KIIDs) for FTSE 250 Index Fund
HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index FundKey Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Corporate Bond Index Fund
HSBC GLOBAL FUNDS ICAV – Global Government Bond Index FundKey Investor Information Documents (KIIDs) for HSBC GLOBAL FUNDS ICAV – Global Government Bond Index Fund
iShares Global Property Securities Equity Index Fund (UK)Key Investor Information Documents (KIIDs) for iShares Global Property Securities Equity Index Fund (UK)
HSBC Japan Index FundKey Investor Information Documents (KIIDs) for HSBC Japan Index Fund
Legal and General Global Inflation Linked Bond Index FundKey Investor Information Documents (KIIDs) for Legal and General Global Inflation Linked Bond Index Fund
HSBC Pacific Index FundKey Investor Information Documents (KIIDs) for HSBC Pacific Index Fund
Vanguard Emerging Markets Stock Index FundKey Investor Information Documents (KIIDs) for Vanguard Emerging Markets Stock Index Fund
Vanguard FTSE U.K. All Share Index Unit TrustKey Investor Information Documents (KIIDs) for Vanguard FTSE U.K. All Share Index Unit Trust
Vanguard Global Short-Term Bond Index FundKey Investor Information Documents (KIIDs) for Vanguard Global Short-Term Bond Index Fund
Vanguard U.K. Short-Term Investment Grade Bond Index FundKey Investor Information Documents (KIIDs) for Vanguard U.K. Short-Term Investment Grade Bond Index Fund
Vanguard U.K. Government Bond Index FundKey Investor Information Documents (KIIDs) for Vanguard U.K. Government Bond Index Fund
Vanguard U.K. Investment Grade Bond Index FundKey Investor Information Documents (KIIDs) for Vanguard U.K. Investment Grade Bond Index Fund
Vanguard U.S. Equity Index FundKey Investor Information Documents (KIIDs) for Vanguard U.S. Equity Index Fund
MI Brewin Dolphin Voyager Max 40% Equity FundKey Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 40% Equity Fund
MI Brewin Dolphin Voyager Max 60% Equity FundKey Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 60% Equity Fund
MI Brewin Dolphin Voyager Max 70% Equity FundKey Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 70% Equity Fund
MI Brewin Dolphin Voyager Max 80% Equity FundKey Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 80% Equity Fund
MI Brewin Dolphin Voyager Max 90% Equity FundKey Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 90% Equity Fund
MI Brewin Dolphin Voyager Max 100% Equity FundKey Investor Information Documents (KIIDs) for MI Brewin Dolphin Voyager Max 100% Equity Fund
Brewin Portfolio Service Terms and Conditions
ISA transfer formJunior ISA and Child Trust Fund transfer formBare Trust account opening formBrewin Portfolio Service risk guide
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
Give your child a financial head start. Invest up to £9,000 per child each tax year with income and growth free from tax.
Make your money go further. Invest up to £20,000 per year in the stock market, with tax-free returns and withdrawals anytime.
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 often used to invest money for a child until they’re 18. They let you withdraw money under limited circumstances before the child turns 18, for things like education (but returns may be taxed).* To open a Bare Trust, contact us directly.
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.