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.
Specialist investment management that helps your charity make a lasting difference for the people and causes you support.
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
Senior Director, Relationship Management
Samantha Brown is a Senior Director in the Business Owners and Entrepreneurs team for RBC Private Wealth, part of RBC Wealth Management’s European business.
Samantha and her team are responsible for providing bespoke wealth management solutions to high-net-worth individuals and their families, to help them achieve their personal and financial objectives.
With two decades of experience in the finance industry, Samantha has learned the inherent value of providing holistic advice and the importance of assembling a collective team of experts to support clients. She has always had a passion for working with entrepreneurs and continues to be fascinated by their stories, wealth creation journeys and varied plans for succession.
Prior to joining RBC in 2018, Samantha began her career in banking with HSBC, before spells with Coutts and Investec in the South-East, the Midlands and London.
Samantha is a Member of the Chartered Institute for Securities & Investment (CISI) and holds the CISI Investment Advice Diploma as well as the Certificate in Mortgage Advice and Practice.
In her spare time, she is kept busy by her two young children, Ella-Rae and Alfie, while trying to satisfy her love of travel with toddlers in tow!