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.
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
Cut through the complexity of your finances with access to our full range of wealth management solutions, adapted to your highly individual circumstances.
We understand the unique challenges and opportunities that come with significant wealth. Backed by the strength and stability of RBC, one of the world’s leading banks, our team of experienced relationship managers takes a personalised approach to understanding your individual circumstances, goals and aspirations.
Our Private Wealth service helps our clients address complex scenarios such as wealth structuring, succession planning and philanthropy. We often operate across jurisdictions, collaborate with family offices and specialist advisers, and can leverage RBC’s global capabilities in capital markets and private assets.
With a strategic approach and a network of advisers across the UK and Jersey, our award-winning team can help you maximise the possibilities of your wealth.
We have a consistent, laser like focus towards creating meaningful value for our clients. Leading to, not with, solutions is central to how we advise our clients within Private Wealth.”
Ross JenningsHead of Private Wealth, RBC Wealth Management
Private Wealth is designed for individuals and families as well as family offices, business owners, entrepreneurs, and corporate executives. Their financial lives often span jurisdictions, generations and interests, typically with investable assets and liabilities exceeding £5 million.
Your dedicated relationship manager will lead a team of specialists in the ongoing management of your financial affairs, including:
Your relationship manager connects you to the full resources of RBC’s global capabilities, developing sophisticated solutions for clients with complex financial lives. Below are a few examples from our wider, integrated offering.
When your wealth spans continents, we bring it together. Jersey-based wealth management services for internationally mobile families.
Coordinate the many aspects of family wealth with dedicated expertise and support, helping you manage complexity, seize opportunities and stay in control.
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.
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.
Align your investments with your values and goals to support companies embracing sustainability and responsible business practices.
Dedicated banking for your personal and family interests – including services to meet your global banking needs.
Our global custody solutions encompass both segregated and omnibus-level accounts, tailored to your specific requirements.
Safeguard client assets while working in close cooperation with chosen investment managers through our specialist segregated custody platform.
Manage your cash flow needs through a broad credit offering, including investment-backed (Lombard) lending and real estate financing, to maintain liquidity when needed.
Access professional trustees and flexible trust capabilities to help you protect what matters most today and preserve it for generations to come.
Amplify your impact on the causes you care about and create a legacy through a charitable giving strategy that’s aligned with your values.
A donor-advised fund offers a simple, flexible and effective way to manage your charitable donations, providing immediate benefits and long-term impact.
Speak with an RBC relationship manager to explore how we can help make your ideas happen.
Discover how thoughtful strategy and collaboration enable clients to protect, grow, give and transition their wealth.
Learn how families can build a legacy of charitable giving and prepare younger generations for responsible wealth stewardship.
How bespoke lending solutions can help individuals with sophisticated financial profiles secure additional property.
Meet our Private Wealth team, known for their experience, discretion and understanding of sophisticated wealth.
Head, RBC Private Wealth
RBC Private Wealth
Managing Director, Head of Business Owners and Entrepreneurs
Managing Director, Relationship Management
Senior Director, Relationship Management
Director, Wealth Manager
Head of Wealth Planning
Senior Director, Wealth Planning
Managing Director
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.
Our personalised wealth planning service helps you prepare and invest for the future. We work alongside you to develop strategies that reflect your life, priorities and ideas.From £250,000 in investable assets.
A simple way to invest. Our easy-to-use online platform offers expertly designed portfolios aligned with your investing style, risk tolerance and goals.