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
A strategic approach to giving, aligned with your values, can amplify your impact and build a legacy that supports causes today and for generations to come.
We understand the deep personal significance of giving back – and the importance of approaching it with expertise and care. We work with clients and family offices to structure significant, often multi-generational philanthropic strategies, ensuring generosity is both impactful and thoughtfully governed.Whether you are planning your charitable giving throughout your lifetime or incorporating philanthropy into your estate strategy, we help you navigate the administrative complexities that accompany substantial charitable commitments.
Our priority is to understand what motivates your giving – your values, ambitions and the impact you wish to create. By listening and collaborating with you, we craft a bespoke approach that integrates with your wider wealth management strategy to support meaningful, enduring outcomes
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Through careful discussion and planning, we help you determine the structure that best reflects your ambitions and the scale of your philanthropic vision.
Immediate impact with flexibility – Donor-advised fundsA convenient and cost-effective way to begin giving. Receive immediate tax relief on your donation, benefit from tax-free growth on the assets in the fund and recommend grants over time or through your estate.
A tailored structure for meaningful gifts – TrustsA bespoke option for larger or longer-term philanthropic plans. Trusts can support a more hands-on approach and form part of a dedicated strategy aligned with your broader estate planning.
An international platform for long-term vision – Foundations
A flexible structure often used for substantial or multi-generational giving. Foundations can support charitable or blended objectives and may be established in jurisdictions such as Jersey, known for its philanthropic expertise.
Realise your philanthropic vision with guidance from a Private Wealth relationship manager.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
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.