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
Build on what you’ve achieved with personalised wealth planning and strategic investment management to help you make informed decisions and bring your ideas to life.
Wealth doesn’t grow by accident. It takes insight, planning and a clear understanding of where you’re headed. By applying expertise to the choices in front of you, you can make informed decisions that bring your ideas to life.
Sound decisions rarely happen in isolation. Our wealth managers combine experience with insight to identify opportunities and help you take advantage of them.
Your goals guide the strategy we build – one designed to adapt as your needs and priorities evolve. Backed by the strength of RBC, you’re supported by the scale and stability of a global firm.
Learn more about RBC Wealth Management
We work with individuals and families, professionals, business owners, corporate executives and retirees, typically with investable assets above £250,000.
Clients come to us when they’re thinking about what’s next. We combine their goals with our expertise to create lasting partnerships built on trust, insight and your vision of what’s possible.
Your dedicated wealth manager will help you see the big picture and stay on course through personalised wealth management, including:
Our fees and charges
Your wealth manager will work with you to develop personalised solutions that help turn ideas into action – giving you structure, direction and flexibility.
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.
Enjoy the retirement you envision with a strategy built around your priorities, what you need to save, and the tools to help you get there.
Life can change quickly. We can guide you through significant moments – whether planned or unexpected – with clear advice, insightful ideas and tailored strategies.
Prepare for pivotal moments in your business journey. We provide experienced guidance to help you grow your business, plan an exit and manage the proceeds.
Manage the risks that concern you the most with a plan to help ensure you, your loved ones and, if needed, your business are protected against the unexpected.
Your wealth tells a personal story. We’ll help you explore ways to help pass on more of it to your loved ones, securely and efficiently.
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.
Speak with one of our advisers to explore how we can help turn your ambitions into lasting results.
Discover what can happen when we bring our ideas together to help you make the most of your wealth.
Meet our RBC Brewin Dolphin wealth management team, whose experience and insight shape the advice and service we deliver.
Access to our full range of integrated wealth management solutions, adapted to your own circumstances, ambitions and legacy.From £5,000,000 across investable assets and lending
Specialised structures and guidance to help preserve your wealth, protect your privacy and provide long-term stability and continuity for your family and legacy.
A simple way to invest. Our easy-to-use online platform offers expertly designed portfolios aligned with your investing style, risk tolerance and goals.
The value of investments can fall and you may get back less than you invested. Information is provided only as an example and is not a recommendation to pursue a particular strategy.