DISCRETIONARY FUND MANAGEMENT (DFM)
DFM service
Tailored portfolio solutions built around client priorities and goals
Bespoke Retirement Solution (BRS)
A retirement solution shaped by decades of investment experience
MANAGED PORTFOLIO SERVICE (MPS)
MPS
Managed portfolios designed for a wide range of client needs
Passive Plus MPS
Access to lower-cost index funds selected by our award-winning team
Sustainable MPS
Portfolios focused on long-term returns and responsible investment
Blended MPS
Blends of actively and passively managed funds
OUR FUNDS
Voyager risk rated funds
Access to our Managed Portfolio Service approach through a single, unitised fund
MI Select Managers funds
A single fund combining multiple specialist mandates
Consumer duty
How we help intermediaries fulfil these requirements
Four big issues facing advisers in 2026
Our round-up of key challenges and opportunities for the industry in the coming year
Unlocking the potential of legacy planning
A research-driven narrative for UK financial advisers
RESEARCH CAPABILITIES
Research philosophy
Delivering consistent performance and enduring value to your clients
Investment process
A rigorous, independent and dynamic approach to building and managing your clients’ portfolios
Research team
The experts whose work informs the portfolios we manage for your clients
THOUGHT LEADERSHIP
Our insights and ideas
Analysis, insights and research from our local and global network
Market perspectives
Expert analysis and commentary on current market trends
Guides
Practical information to help your clients make informed decisions
RBC Brewin Dolphin for Intermediaries
Disciplined investment management, backed by the scale and stability of a leading wealth manager
Trusted experience
For over 30 years, intermediaries have partnered with RBC Brewin Dolphin
Our offices
Over 30 offices across the UK and Ireland
OUR STORY
Who we are
Experienced investment managers helping intermediaries and their clients make informed decisions
Our history
Generations of clients have relied on Brewin Dolphin and RBC Wealth Management
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
Helping 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
DISCRETIONARY SERVICES MATERIALS
DFM literature
Account forms, literature and client-facing materials
MANAGED PORTFOLIO MATERIALS
MPS literature and factsheets
Sustainable MPS literature and factsheets
OUR FUNDS MATERIALS
Voyager risk rated funds literature and factsheets
MI Select Managers funds literature and factsheets
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 between £250,000 and £5 million.
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.
Associate Director, Wealth Manager
RBC Brewin Dolphin
Business Development Manager
Wealth Paraplanner
Director, Wealth Manager
Wealth Manager
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.