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
You focus on what matters most to you – we’ll make sure your investments keep working towards the future you’re building.
Every investor brings a unique perspective. Your circumstances, financial goals, and comfort with risk all shape how you want your portfolio managed.
We offer flexible investing approaches to match your situation, and your choice depends on how involved you want to be. Whether you prefer to delegate portfolio management entirely, share the responsibility with an adviser, or make every decision yourself, we have a solution that works for you.
Available for those with investments over £250,000.
Professional management that works around your life.
If you prefer to be hands-off, or are too busy to manage your portfolio day-to-day, discretionary management may be right for you.
We start by truly understanding you and your goals. We then build and manage your portfolio based on your objectives, risk tolerance and timeline.
Our investment team makes decisions on your behalf, monitoring markets and making adjustments with the aim of keeping your investments aligned with your goal.
You’ll receive regular updates, and your dedicated adviser will be available in person, over the phone or by email – with regular plan reviews to keep you on track.
Suitable for experienced investors seeking institutional-grade research and advice – requires an initial investment of at least £2 million.
If you prefer more control over your investment decisions, our advisory service gives you that flexibility with expert support.
You make the final call on every trade, guided by advice from your investment advisor. We’ll help you develop your strategy with expertise in portfolio construction, asset allocation, and re-investment opportunities.
You’ll also access detailed research from across RBC’s global network. This includes in-house specialists spanning the major asset classes – from equities and fixed income to foreign exchange and other structured products.
For more complex requirements and multi-manager portfolios.
You choose the level of control that works for you.
Our RBC Private Wealth service lets you combine discretionary and advisory approaches. You decide how we work together. Stay involved in decision-making where you have a particular viewpoint while delegating the general management of your portfolio.
If you manage multiple investment relationships, you can access our portfolio consulting service. We provide bespoke design, strategy implementation, investment manager due diligence and consolidated reporting across all your portfolios. With this approach, your RBC adviser will be on hand to help you make informed decisions.
Digital investing from £500.
For non-advised, self-service direct investing, our Brewin Portfolio Service (BPS) could be for you.
BPS gives you access to a diversified range of investments chosen by our in-house research team. It’s a smart, streamlined way to invest, and enables you to open Individual Savings Accounts (ISA), Junior ISAs and General Investment Accounts.
It is important to note that the capital value of, and income from, any investment may go down as well as up and you may not get back the full amount invested.
RBC1826
Speak with an adviser to explore how we can help turn your ambitions into lasting results.
Our advisers start by getting to know you – your ambitions, your attitude to risk, and what you want your money to do for you. Based on this information, they’ll build a diversified investment portfolio that is tailored to your individual circumstances. They’ll tap into the expertise of our in-house Research team to select investments designed to align with your needs and navigate the opportunities within current market conditions. They’ll continually monitor your portfolio, responding quickly and decisively to market movements and try to ensure it continues to meet your needs over time.
Different asset classes, sectors, and geographies each bring with them different risks and opportunities. Spreading your money across a range of investments – including shares, bonds, cash and property – allows you to harness these opportunities while managing risks.For example, if one part of your portfolio isn’t performing well during current circumstances, the other investments might compensate for losses and smooth overall performance.
We can help you build a diversified portfolio that’s tailored to your individual needs. We can also rebalance your portfolio to ensure it continues to reflect your needs over the longer term.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
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.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.