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.
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
Head of Wealth Planning
Dean Moore is Head of Wealth Planning, Managing Director at RBC Private Wealth, part of RBC Wealth Management’s European business.
Based in London, Dean is responsible for leading and developing the wealth planning offering in the British Isles. He helps ultra-high-net-worth clients to grow, protect and manage their wealth by developing and implementing bespoke financial planning advice.
Prior to joining RBC in 2018, Dean held senior roles with Arbuthnot Latham, Coutts Private Office and Barclays Wealth.
He holds a BSc (Hons) in Economics from the University of Wales, a Diploma in Financial Planning from the Chartered Insurance Institute and is a Certified Financial Planner and a Chartered Wealth Manager, holding Fellowship of the Chartered Institute of Securities & Investment.
Dean is married with a young son. When not at work, he is keen on outdoor pursuits, particularly skiing, sailing and cycling, and has completed the London-to-Paris bike ride on a number of occasions to raise funds for the Blood Cancer UK charity.