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
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.