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
Pension 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
Quarter-century crossroads
Key themes have the potential to shape economic developments and drive certain sectors for decades to come.
Life reimagined: The biotech revolution and longevity
There’s more to a long life than simply a long lifespan. The number of years we spend in good health, or healthspan, is key. With biotech spurring promising medical innovations, we look at how it can fit into investment portfolios.
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
Your ideas can shape your future. We’ll help you turn them into action, sharing insights and expertise to guide every step.
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.
Access to our full range of integrated wealth management solutions, adapted to your own circumstances, ambitions and legacy. From £5,000,000 across investable assets and lending.
A simple way to invest. Our easy-to-use online platform offers expertly designed portfolios aligned with your investing style, risk tolerance and goals.
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.
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.
Prepare for pivotal moments in your business journey. We provide experienced guidance to help you grow your business, plan an exit and manage the proceeds.
Enjoy the retirement you envision with a strategy built around your priorities, what you need to save, and the tools to help you get there.
Manage the risks that concern you the most with a plan to help ensure you, your loved ones and, if needed, your business are protected against the unexpected.
Life can change quickly. We can guide you through significant moments – whether planned or unexpected – with clear advice, insightful ideas and tailored strategies.
Coordinate the many aspects of family wealth with dedicated expertise and support, helping you manage complexity, seize opportunities and stay in control.
Your wealth tells a personal story. We’ll help you explore ways to help pass on more of it to your loved ones, securely and efficiently.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
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.
Access a range of online investment solutions that are easy to use and cost-efficient, designed for your convenience.
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.
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 Wealth Management adviser to unlock the full potential of your ideas.
Managing clients’ investments in today’s fast-moving market demands time and precision. We can handle the details – performance, compliance, quick market responses – so you have more time for your clients.
Helping advisers
As a lawyer, accountant or other trusted adviser, you guide clients through important decisions. Partner with us to complement your expertise with investment insight and execution support – while you retain ownership of the relationship.
Helping professionals
Rely on our experience in managing investments for more than 1,700 charities. We take the time to understand each organisation’s objectives and risk profile, building portfolios aligned to their obligations and goals.
Helping charities
Information is provided only as an example and is not a recommendation to pursue a particular strategy.