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
Pensions 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
Ideas for thriving in your third quarter
Living longer is one thing. Living well is another. Explore our third quarter longevity series – research, expert insight and practical guidance to help you plan the years ahead.
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
We understand that our clients may need extra support from time to time. A significant life event or a change in health or personal circumstances can impact their ability to make financial decisions or focus on their financial goals, either temporarily or over the longer term.
Significant life events could include:
Letting your usual RBC contact know about changes in your circumstances helps us to tailor the service we provide to you for as long as you need us to. Our colleagues are trained to support clients with compassion and understanding and any information you share with us will be handled confidentially. We will only use this information to provide you with the support you need, and you can ask us to update this at any time.
Please do let us know even if you’re not dealing with a specific life event but would like us to change the way we communicate or present information to you.
With advances in technology providing opportunities for fraudsters to carry out criminal activity, we ask that you remain vigilant and protect yourself from becoming a victim of fraud.
You can find out more about the different types of fraud and how to protect yourself at Report Fraud (www.reportfraud.police.uk) and the Financial Conduct Authority (www.fca.org.uk/consumers/protect-yourself-scams) websites.
Fraudsters target everyone but those who have previously fallen victim to fraud and anyone experiencing any kind of vulnerability can be particularly susceptible. Please get in touch with your usual RBC contact if you think you have been a victim of fraud so that we can put some additional measures in place to protect your accounts with us.