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
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
Whether growing your business, planning an exit, or managing life post-sale, we help you protect, grow, and pass on your wealth to achieve your vision.
Success requires more than a good idea; it needs solid foundations and expert support. We provide the clarity and connections to help your ideas thrive:
As one of the world’s highest-rated banks and with over a century of experience of supporting entrepreneurs, we provide the secure foundation you need to build, exit, and thrive.
Your business began with a vision. We ensure that idea grows, from your first milestone to the legacy you leave. We don’t just manage wealth; we nurture your ambitions with tailored solutions that adapt as your life changes.
Managing a business is complex; your wealth planning shouldn’t be. We connect you with the right people at the right time – from wealth planners and corporate finance lawyers to peers who’ve been in your shoes.
We help you understand your financial future and the steps to achieve it. If we don’t have the answer, we’ll find someone who does. Our consistent, principled support provides the clarity you need to focus on what matters most.
Selling a business involves complex decisions you may not have faced before. We bring clarity to your exit, ensuring you sell at the right time for the future you envision. Partner with us to:
We calculate the sale amount needed to fulfil your ambitions, so you know exactly if you’re ready to retire early or if there’s more value to build first.
We model ‘what if?’ scenarios to show how your sale proceeds, savings, and investments cover your future costs.
We prepare your finances for a smooth transition, optimising pension allowances and investing proceeds for life after the sale.
Exiting is a major transition. While slowing down may feel unnatural, having a plan reduces anxiety. We take the time to understand your personal goals and lifestyle needs. We can help with:
We’ll build and review a portfolio tailored to your needs, helping you make the most of your sale.
We ensure your proceeds are invested efficiently using an array of wealth structures.
We help you pass wealth to loved ones and causes you care about through bespoke gifting and giving strategies.
This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist.
Connect with a team that understands the unique challenges of business ownership.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
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.