Explore how we help
We create a plan tailored to your complex needs
WHO WE HELP
Individuals and families
Your wealth, goals and family priorities
Business owners and entrepreneurs
Your business, wealth and next steps
Corporate executives
Complex income, equity and career transitions
International individuals and families
Life and wealth across multiple countries
UHNW and Family Offices
Significant, complex and multi-generational wealth
YOUR IDEAS & GOALS
Plan for growth
Grow your wealth and open up new opportunities
Live well
Live life to the fullest, today and into the future
Secure your future
Be prepared for whatever may happen
Make a difference
Support the people and causes you care about
WORKING WITH PROFESSIONALS
Intermediaries
Scale, security and investment discipline for your clients
Professional partners
Specialist support to enhance your client offering
Charities
Effective governance, oversight and long-term sustainability
About RBC Wealth Management
Experienced local advisers, backed by global strength
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 RBC Brewin Dolphin
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
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 solutions
Let’s set your ideas in motion
RBC Private Wealth
Integrated solutions for significant and complex wealth
RBC Brewin Dolphin
Personalised financial planning and investment advice
Brewin Portfolio Service (BPS)
Simple, guided investing through an online platform
RBC International Trusts
Specialist structures for long-term wealth preservation
OUR CORE SOLUTIONS
Wealth planning and management
A bespoke plan to manage and grow your wealth
Investment management
Tailored portfolios aligned with your goals
Pensions and retirement planning
Plan for the retirement you want
Inheritance tax and estate planning
Helping you pass on more of your wealth efficiently
UHNW and Family Office services
Coordinating complex and multi-generational wealth
Banking
Dedicated banking for your personal and global needs
Financial advice for business owners
Guidance for growth, exit and managing proceeds
Responsible and sustainable investing
Invest with greater purpose in line with your values
Philanthropy
Create a lasting impact through strategic giving
Trusts and foundations
Protect and preserve wealth for future generations
Self-directed investing
Choose from a range of ready-made portfolios
Explore our insights and ideas
Analysis, insights and research from our local and global networks
Our newsletter
Subscribe to receive email updates on news, insights and upcoming events
Ideas for thriving in your third quarter
Living longer is one thing. Living well is another. Explore our third quarter longevity series – research, expert insight and practical guidance to help you plan the years ahead.
ADDITIONAL RESOURCES
Insights
Articles exploring the events and trends driving the world and your wealth
Market perspectives
Expert analysis and commentary on current market trends
Case studies
Real experiences showing how we turn ideas into action
Guides
Practical information to help you make informed decisions
Webinars
Conversations with our experts on the topics shaping wealth today
Director, Wealth Manager
“The client relationships matter hugely to me and I am very proud of the ones I have built, particularly with multigenerational families where we’ve been able to help grandchildren get on the property ladder through plans that we helped them put in place.”
Tim is a Wealth Manager, creating and managing bespoke portfolios for private individuals, families and the clients of independent financial advisers. Following many years leading our Southwest offices, he is now focussed on supporting clients where he can add the greatest value, particularly those with more complex requirements who benefit from a highly personalised investment and wealth planning approach. As part of a leading global wealth manager and bank, Tim works with colleagues across a wide range of specialist disciplines to deliver tailored solutions for his clients.
He particularly enjoys helping multigenerational families achieve their financial ambitions and has extensive experience supporting clients with pensions, including both corporate and individual pension arrangements.
In 1998, Tim began his career as a private client Investment Manager at Prudential Bache in London, completing part of his training on Wall Street. He joined Gerrard in 2001 before helping to establish the RBC Brewin Dolphin Exeter office in 2004. Over the following two decades, he played a key role in building the Southwest business and leading the Exeter, Plymouth and Truro offices until 2026. Alongside his client work, Tim is a qualified executive coach and enjoys supporting the development of the next generation of leaders within RBC. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Outside of work, Tim enjoys travelling, spending time with his family and staying active in the local community, including providing pro bono coaching to charity leaders.