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
We are open and transparent about how we charge for our work and are always happy to answer any questions you may have.
As a client of RBC Brewin Dolphin, you can expect a personal, tailored service that is regularly reviewed and flexible enough to help keep you on course to achieve your financial goals.
This individual approach is reflected in our fees, which are based on a percentage of the assets you invest with us.
The fees and charges you pay consist of up to five of the following elements:
Your fees depend on the service you use, whether financial planning, investment management, or integrated wealth management. Some of our service charges are tiered, so investing more with us could lower your overall fee rate. Additional costs for third-party funds and products may apply.
Once we understand your circumstances, we will explain our fees in more detail. Initial conversations are complimentary, and fees only apply if you choose to work with us.
You can also download the following documents:
Our services and charges
Interest rate notifications