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
Managing Director, Head of Business Owners and Entrepreneurs
Simon Smales is a Managing Director in the Business Owners and Entrepreneurs team for RBC Private Wealth, part of RBC Wealth Management’s European business.
Based in London, Simon is responsible for leading a Relationship Management team that provides clients with integrated wealth management solutions.
Prior to joining RBC in June 2012, Simon had more than 22 years of banking experience, including various roles for HSBC, within its corporate and personal banking business, and later for HSBC Private Bank.
Simon holds a BA (Hons) in Classics from Oxford University, is a Chartered Member of the Chartered Institute for Securities & Investment, and an Associate of the Chartered Institute of Bankers.
A keen sportsman, Simon played rugby for many years. Now he has retired from that sport, he enjoys playing golf.