DISCRETIONARY FUND MANAGEMENT (DFM)
DFM service
Tailored portfolio solutions built around client priorities and goals
Bespoke Retirement Solution (BRS)
A retirement solution shaped by decades of investment experience
MANAGED PORTFOLIO SERVICE (MPS)
MPS
Managed portfolios designed for a wide range of client needs
Passive Plus MPS
Access to lower-cost index funds selected by our award-winning team
Sustainable MPS
Portfolios focused on long-term returns and responsible investment
Blended MPS
Blends of actively and passively managed funds
OUR FUNDS
Voyager risk rated funds
Access to our Managed Portfolio Service approach through a single, unitised fund
MI Select Managers funds
A single fund combining multiple specialist mandates
Consumer duty
How we help intermediaries fulfil these requirements
Four big issues facing advisers in 2026
Our round-up of key challenges and opportunities for the industry in the coming year
Unlocking the potential of legacy planning
A research-driven narrative for UK financial advisers
RESEARCH CAPABILITIES
Research philosophy
Delivering consistent performance and enduring value to your clients
Investment process
A rigorous, independent and dynamic approach to building and managing your clients’ portfolios
Research team
The experts whose work informs the portfolios we manage for your clients
THOUGHT LEADERSHIP
Our insights and ideas
Analysis, insights and research from our local and global network
Market perspectives
Expert analysis and commentary on current market trends
Guides
Practical information to help your clients make informed decisions
RBC Brewin Dolphin for Intermediaries
Disciplined investment management, backed by the scale and stability of a leading wealth manager
Trusted experience
For over 30 years, intermediaries have partnered with RBC Brewin Dolphin
Our offices
Over 30 offices across the UK and Ireland
OUR STORY
Who we are
Experienced investment managers helping intermediaries and their clients make informed decisions
Our history
Generations of clients have relied on Brewin Dolphin and RBC Wealth Management
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
Helping 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
DISCRETIONARY SERVICES MATERIALS
DFM literature
Account forms, literature and client-facing materials
MANAGED PORTFOLIO MATERIALS
MPS literature and factsheets
Sustainable MPS literature and factsheets
OUR FUNDS MATERIALS
Voyager risk rated funds literature and factsheets
MI Select Managers funds literature and factsheets
Here you can find our current Terms and Conditions (“Terms”) for the following services.
Retail Client Terms & ConditionsTerms for clients using our Wealth Management, Discretionary Investment Management, Financial Planning and Execution Only services. Effective from 4 November 2024.
Retail Client Terms & Conditions – Effective from 30 June 2026Terms for clients using our Wealth Management, Discretionary Investment Management, Financial Planning and Execution Only services. Effective from 30 June 2026.
Retail Terms & Conditions – For the clients of financial advisersTerms for clients accessing our investment management services via an Intermediary. Effective from 4 November 2024.
Retail Terms & Conditions – For the clients of financial advisers – Effective from 30 June 2026Terms for clients accessing our investment management services via an Intermediary. Effective from 30 June 2026.
Managed Advisory Terms & ConditionsTerms for clients using our Managed Advisory services, to be read in conjunction with the Retail Client Terms & Conditions. Effective from 4 November 2024.
Managed Advisory Terms & Conditions – Effective from 30 June 2026Terms for clients using our Managed Advisory services, to be read in conjunction with the Retail Client Terms & Conditions. Effective from 30 June 2026.
Side Letter: Financial Planning Advisory ServicesSide Letter for clients using our Financial Planning service who also receive certain nominee services, to be read in conjunction with the Retail Client Terms & Conditions. Effective from 4 November 2024.
Brewin Portfolio Service Terms & ConditionsTerms for clients using our Brewin Portfolio Service (BPS). Effective from 4 November 2024.
Ways to add funds to your RBC Brewin Dolphin accountsWays to add funds to your RBC Brewin Dolphin accounts. Effective from 10 November 2025.
Financial Services Compensations Scheme
Other important documentation associated with the Transfer of Brewin Dolphin Limited’s UK business to RBC Europe Limited