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
Cut through the complexity of your finances with dedicated wealth management tailored to your world and the ambitions that shape it.
Significant wealth presents challenges and opportunities. Our Private Wealth team has a depth of expertise across various wealth structures, investments and strategic planning to help you navigate them effectively.
We take the time to understand your ambitions and circumstances, offering insight and coordination to ensure every decision supports your broader goals. Backed by the strength and stability of RBC, one of the world’s leading banks, we combine institutional capabilities with the personal attention of a dedicated team of specialists.
Your wealth is more than capital – it’s the product of ideas, decisions, relationships and values built over time. Preserving it requires perspective, while growing it demands strategy and adaptability.
Our bespoke wealth management brings together discretion, expertise and perspective to help you sustain your wealth while pursuing what drives you. Whether you’re leading a business, planning for succession or managing family interests, we’re here to ensure your financial world evolves alongside your ideas and ambitions.
Learn about who we are
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Private Wealth is designed for individuals and families whose financial lives often span jurisdictions, generations and interests, typically with investable assets exceeding £5 million.Clients turn to us for stability, discretion and a partnership that understands the integrated dynamics of business, family and legacy. Your dedicated Private Wealth relationship manager will lead a team of specialists in the ongoing management of your financial affairs, including: • A tailored strategy reflecting your goals, structures and priorities • Seamless access to RBC’s global network of asset class and industry experts • Coordination with your trusted advisers for integrated outcomes • Long-term support through life transitions and generational change
Contact us
Your Private Wealth relationship manager connects you to the full resources of RBC’s global capabilities, developing sophisticated solutions for individuals and families with multiple income streams that benefit from an integrated approach.
A personalised plan helps you manage your wealth and focus on what matters most, with guidance tailored to your goals and family priorities.
Choose how your investment portfolio is managed, based on a customised strategy that reflects your risk tolerance and personal goals.
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Speak with an RBC relationship manager to explore how we can help make your ideas happen.
Access to our full range of integrated banking and wealth management solutions, adapted to your own circumstances, ambitions and legacy. From £5,000,000 across investable assets and lending.
Access KIIDs, transfer forms and our risk guide – everything you need to understand your options and manage your account.
Discover what can happen when we bring our ideas together to help you make the most of your wealth.
Meet the professionals who lead our Wealth Management team, whose experience and insight shape the advice and service we deliver.
Associate Director, Wealth Manager
Business Development Manager
Wealth Paraplanner
Director, Wealth Manager
Wealth Manager