OUR SERVICES
Compensation management services
Expert support to help manage and protect your client’s compensation awards
Family law client support
Specialist guidance for divorce and settlement planning
International expertise for trustees and advisers
Support for cross-jurisdictional structures and long-term planning
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 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 insights and thought leadership
Analysis, insights and research from our local and global networks
Navigating the evolving compensation landscape
Explore how deputies must balance stricter rules with empathy to ensure long term stability for protected parties.
ADDITIONAL RESOURCES
Insights and ideas
Articles exploring the events and trends driving the world and the third sector
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 your clients make informed decisions
Defining what success means to you makes it easier to plan for it. By bringing our ideas together, we can help make it happen.
Your goals may involve your family, career or business, lifestyle and property – and they evolve over time. We help you bring everything together in a tailored plan that gives you a clear view of where you stand and how to move forward.Our advisers use innovative cashflow modelling to turn numbers into awareness, helping you see how the choices you make today can shape your future. Together, we explore:
With this awareness, you gain the confidence to make informed decisions.
In an increasingly complex world, managing your finances can demand significant time and attention. Working with an adviser gives you the freedom to focus on your priorities, knowing your wealth is guided with care, perspective and expertise.
Our wealth management approach combines structured planning with disciplined investment management. We begin by understanding what matters most to you. From there, we build a comprehensive plan that integrates your assets, liabilities, tax considerations and long-term objectives.
As your circumstances evolve, we remain closely involved – refining your strategy, making adjustments as needed and helping you navigate change with clarity.
Investment structuring
Onshore and international investment structures designed to maximise tax efficiency, including ISAs, pensions and life assurance wrappers.
Pension planning
Self-invested pension plans (SIPPs) and flexible strategies aligned to your retirement goals.
Trust and fiduciary solutions
A range of trusts designed to help you transfer wealth while retaining oversight and control.
Personal protection
Life cover, income protection and critical illness cover to supplement any existing benefits.
Protection for your business
Key person insurance to lessen the disruption of the loss of key individuals in your business.
Business exit planning
Advance planning of a sale to take advantage of valuable allowances that can maximise the value of your business to you and your beneficiaries.
Whether you’re still building wealth, preparing for retirement or planning your legacy, the right plan helps make every decision easier.
The information provided should not be mistaken for formal planning advice; it is imperative that you seek relevant advice for your own personal circumstances. RBC do not provide tax or legal advice and we would recommend that you seek appropriate advice in these areas. Rates of tax will be based on individual circumstance and tax rules are subject to change. The value of investments, and any income from them, can fall and you may get back less than you invested. Neither simulated nor actual past performance are reliable indicators of future performance.
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Speak with an adviser to explore how we can help turn your ambitions into lasting results.
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.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
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.