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
Associate Director, Wealth Manager
“Managing client relationships is crucial. People want to know who is looking after them and that they have someone they can contact throughout their life and their children’s life. I am passionate about helping people understand how they can maximise their wealth.”
Alice joined RBC Brewin Dolphin in 2016 and is a Chartered Investment Manager working in the Winchester office. She provides tailored advice and builds bespoke portfolios for a range of clients from high-net-worth individuals to families and/or entrepreneurs or client’s considered vulnerable. This involves meeting them regularly to discuss their needs and their aspirations and she will build a bespoke plan to help her client’s achieve their objectives. She is passionate about making her client’s wealth work as hard as possible for them and providing advice that is tailored to each client’s individual set of circumstances.
Given the range in Alice’s client base, she has particular experience in managing wealth for individuals who are looking to sell their business, along with individuals who have received a settlement from the Court of Protection. She also specialises in managing portfolios held within Trusts and has a broad knowledge of estate planning. Alice works closely with other professionals to ensure her clients receive the best outcome for their unique situation. She is proud of the personal relationships she, and her team, develop with their clients and the sensitivity they show them throughout the different periods in their lives.
Alice has a degree in Accounting and Finance from Exeter University and holds the Chartered Institute for Securities & Investments (CISI) chartered wealth management qualification. She also holds the Society of Trust and Estate Planning (STEP) certificate in financial services and acts as the Treasurer for the STEP Central Southern branch.
In her spare time Alice likes to spend time with her family, potter around in her garden, play tennis and walk her dog, Gus.