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
Manage your financial interests with bank accounts and services supported by the strength and stability of a truly global institution.
Whether you’re managing cross-border family and business interests, meeting specific account requirements, undertaking international transactions or looking for a safe place to store a lump sum, we offer a range of banking solutions designed to complement your financial needs. *
As our client, your adviser can provide you with insight and guidance to help you make informed choices that address your unique banking and wealth management goals.
The Executive Plus Account is our demand deposit account that acts as a gateway to our range of products and solutions. Our account has a range of features, subject to eligibility, including being available in a wide range of currencies, and can be used to make and receive domestic and foreign currency transactions.
If you regularly make cross-border payments, you may want to use our robust and reliable payment services. Have access to facilities such as wire transfers (SWIFT, CHAPS) and BACS payments. You can also make online payments using our digital banking services.
With our Fixed Term Deposit Account, you can hold funds on deposit for a chosen period at an interest rate specified at the outset. These are available with a variety of maturity dates and in a broad range of currencies.
Many of our banking solutions include a foreign exchange service that covers a wide range of currencies. Subject to eligibility, we can also offer more complex FX products, such as FX forward contracts.
Access your accounts whenever you like with our secure online banking services. View your holdings, make payments, conduct inter-account transfers and execute foreign exchange transactions all in one convenient place.
*Please note: The solutions and products referenced may not be available in your specific geographical region.
Your eligible deposits with Royal Bank of Canada (London Branch) and RBC Europe Limited are protected by the Financial Services Compensation Scheme (FSCS), the UK’s deposit protection scheme, up to the FSCS compensation limit. The scheme covers most deposits.
From 1 December 2025, the FSCS compensation limit is £120,000.
Any deposits you hold above the FSCS compensation limit are unlikely to be covered, unless under specific circumstances, as determined by the FSCS.
For more information on the scheme, visit www.fscs.org.uk. You may also refer to these information sheets, which include exclusion lists:
FSCS Information Sheet RBC Europe Limited
FSCS Information Sheet Royal Bank of Canada (London Branch)
FSCS deposit protection information sheet
Royal Bank of Canada (Channel Islands) Limited is a participant in the Jersey Banking Deposit Compensation Scheme. The Scheme offers protection for ‘qualifying deposits’ or ‘eligible deposits’ up to £50,000 per individual claimant, subject to certain limitations. The maximum total amount of compensation is capped at £100,000,000 in any 5-year period. Full details are available on the Scheme’s website www.jrdca.org.je/jdcs or on request.
RBC1824
Choose a banking experience designed to keep your wealth agile and your life in flow.
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.
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.