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
Head of Market Analysis
I really enjoy helping clients to understand what is going on in the markets and to make this simple for them to understand, as well as reassuring them when there is market volatility.
Janet Mui, CFA is Head of Market Analysis at RBC Brewin Dolphin and a voting member of the Asset Allocation Committee. She is part of the investment solutions team which generates central investment guidance and manages a range of risk-rated portfolios.
Janet plays a key role in communicating the firm’s market views and investment strategies to a broad spectrum of clients. She is responsible for curating bespoke market insights to support business development and client engagement. She also chairs the Investment Communications Forum which shares intelligence on what matters most for our clients and how we communicate accordingly.
Janet has a stellar global media profile and strong broadcast experience. She appears regularly on the BBC News, Sky News, CNBC and Bloomberg to share the firm’s market views. Janet has been recognised by the BBC news as an expert on China since 2018 and is often invited to comment on breaking macro news in the region.
Janet was named LinkedIn Top Voices in Finance (global) 2022 and Top voices in Finance (UK) 2023, an invitation-only group of experts across Linkedin. She was awarded “Best Industry Commentator” at the City of London Wealth Management Awards 2021.
Janet holds an MBA in Finance from Cambridge Judge Business School and a First-class BSc in Economics from London School of Economics. In addition to being a CFA charterholder, she also holds the CFA Certificate in ESG investing and Postgraduate Certificate in Econometrics from Birkbeck College, London. Janet is originally from Hong Kong and is a native speaker in Mandarin and Cantonese.
Prior to joining RBC Brewin Dolphin, Janet was the lead global economist at Cazenove Capital for nearly a decade.