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
Ideas for thriving in your third quarter
Living longer is one thing. Living well is another. Explore our third quarter longevity series – research, expert insight and practical guidance to help you plan the years ahead.
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
Whether you’re growing your business, preparing for an exit, or planning your post-sale future, we can support you at every stage of your journey.
There’s more to being a successful entrepreneur than having a good idea. Your business needs to be built on solid foundations so it can grow to be a success. That’s why it’s important to surround yourself with a team of experts from day one.
By working with us, you’ll gain:
We’ll introduce you to the right people at the right time – whether that’s venture capital firms, lawyers and accountants, tax advisers, or existing clients who’ve been in your position before.
We’ve supported entrepreneurs for over 250 years. We can help you make well-informed decisions for every stage of your business journey.
We can’t tell you how to run your business, but we can help you understand your financial future and identify the steps to achieve it.
If we don’t have the answer, we’ll connect you with someone who does.
It’s easy to feel overwhelmed by the sale of your business. There are so many decisions to make and things to consider, which you may not have had the opportunity to seriously think about before.
We help bring clarity to your business exit, so you can feel confident you’re selling at the right time and can enjoy the future you deserve.
Partner with us and we’ll help you:
That’s the amount of money you need from a sale to live your dream life. Knowing your magic number can help you understand whether you can retire sooner than expected or whether more work is needed to get your business sale ready.
We’ll explain how much your future is likely to cost, and whether the sale proceeds, alongside your savings and investments, are likely to be enough. We’ll model ‘what if?’ scenarios so we can explore all the options.
We’ll help you prepare your finances for a smooth transition, whether during or after the sale. This includes optimising pension allowances, preparing for retirement, and investing your post-sale proceeds.
Exiting a business is often a significant life transition. We understand that taking your foot off the gas may not come naturally. But we also know that having a plan in place can help reduce any stress or anxiety you may be feeling.
What you decide to do after selling your business will be completely personal to you. That’s why we’ll take the time to understand your individual circumstances, motivations, objectives and lifestyle goals.
Some of the areas we can help with include:
We’ll build an investment portfolio that suits your individual needs and regularly review your plans to help you make the most of your business sale proceeds.
From Individual Savings Accounts (ISAs) and pensions to other tax-efficient structures, we’ll make sure your sale proceeds are invested as tax efficiently as possible.
We can help you plan how to pass on the benefits of your business sale to loved ones, such as gifting to children and grandchildren through ISAs or pensions and exploring Business Relief.
We’ve been helping entrepreneurs and business owners reach their goals for over 250 years.
Our connections with other entrepreneurs and advisers are just as important as our financial planning and investment expertise. We can introduce you to the right people at the right time, from other business owners to tax and legal specialists.
Get in touch today to start building a plan that helps you achieve your ambitions.
Make the most of your money with expert financial planning and investment advice tailored to your needs.
Information is provided only as an example and is not a recommendation to pursue a particular strategy. 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.
We offer a range of financial solutions to support you throughout your business journey. These include:
We’ll work with you to make the most of your financial situation and ensure you have a plan to realise your future ambitions.
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We’ll build a diversified investment portfolio that helps preserve and grow your money over the long term.
We’ll show you how your existing pension benefits may look in the future and, if needed, provide guidance on how to enhance your retirement provision.
We’ll help protect your business and those closest to you against unexpected life events, such as death or serious illness.
We’ll help you understand how much money you need from a business sale to achieve your future desired lifestyle.
We’ll give you access to professionals across the country, including top-tier venture capitalists, lawyers, tax advisers and like-minded entrepreneurs.