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
Cut through the complexity of your finances with access to our full range of wealth management solutions, adapted to your highly individual circumstances.
We understand the unique challenges and opportunities that come with significant wealth. Backed by the strength and stability of RBC, one of the world’s leading banks, our team of experienced relationship managers takes a personalised approach to understanding your individual circumstances, goals and aspirations.
Our Private Wealth service helps our clients address complex scenarios such as wealth structuring, succession planning and philanthropy. We often operate across jurisdictions, collaborate with family offices and specialist advisers, and can leverage RBC’s global capabilities in capital markets and private assets.
With a strategic approach and a network of advisers across the UK and Jersey, our award-winning team can help you maximise the possibilities of your wealth.
We have a consistent, laser like focus towards creating meaningful value for our clients. Leading to, not with, solutions is central to how we advise our clients within Private Wealth.”
Ross JenningsHead of Private Wealth, RBC Wealth Management
Private Wealth is designed for individuals and families as well as family offices, business owners, entrepreneurs, and corporate executives. Their financial lives often span jurisdictions, generations and interests, typically with investable assets and liabilities exceeding £5 million.
Your dedicated relationship manager will lead a team of specialists in the ongoing management of your financial affairs, including:
Your relationship manager connects you to the full resources of RBC’s global capabilities, developing sophisticated solutions for clients with complex financial lives. Below are a few examples from our wider, integrated offering.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
Coordinate the many aspects of family wealth with dedicated expertise and support, helping you manage complexity, seize opportunities and stay in control.
A personalised financial plan supports your ability to manage your wealth and focus on what matters most, with guidance tailored to your goals and family priorities.
Make your wealth work for you. Choose how your investment portfolio is managed, based on a customised strategy that reflects your risk tolerance and personal goals.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Our global custody solutions encompass both segregated and omnibus-level accounts, tailored to your specific requirements.
Safeguard client assets while working in close cooperation with chosen investment managers through our specialist segregated custody platform.
Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
Speak with an RBC relationship manager to explore how we can help make your ideas happen.
Discover how thoughtful strategy and collaboration enable clients to protect, grow, give and transition their wealth.
Learn how families can build a legacy of charitable giving and prepare younger generations for responsible wealth stewardship.
How bespoke lending solutions can help individuals with sophisticated financial profiles secure additional property.
Meet our Private Wealth team, known for their experience, discretion and understanding of sophisticated wealth.
Head, RBC Private Wealth
RBC Private Wealth
Managing Director, Head of Business Owners and Entrepreneurs
Managing Director, Relationship Management
Senior Director, Wealth Planning
Senior Director, Relationship Management
Managing Director
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.
Our personalised wealth planning service helps you prepare and invest for the future. We work alongside you to develop strategies that reflect your life, priorities and ideas.From £250,000 in investable assets.
A simple way to invest. Our easy-to-use online platform offers expertly designed portfolios aligned with your investing style, risk tolerance and goals.