Our services
We offer a range of services to help you meet the needs of each client.
Voyager Risk Rated funds
Our Voyager Fund Range follows the investment approach of MPS but in a unitised structure.
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MI Select Managers funds
Our MI Select Managers funds hold multiple segregated mandates under one fund structure with the aim of improving operational and cost efficiency.
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Discretionary Fund Management
Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
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Managed Portfolio Service (MPS)
Since 2008, more than 1,000 advice firms have signed up to use MPS, attracted by strong investment performance and a constant focus on client satisfaction.
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Passive Plus MPS
Our Passive Plus MPS gives access to lower-cost index funds, selected by our award-winning research team.
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Sustainable MPS
Our Sustainable MPS gives your clients the opportunity to utilise funds that exclude exposure to certain controversial sectors and seek to invest in companies that have a positive societal and environmental impact
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Why partner with us
Managing clients’ investments in today’s fast-moving market can be time consuming and complex. If you want someone to take off the pressure, partner with us and we’ll take responsibility for tracking performance, ensuring regulatory compliance, and responding quickly to market events. Rest assured that you will always own the client and we work for you.
More time with your clients
Managing investments on a large scale can take time away from building client relationships, understanding what makes clients tick, and deepening the financial planning journey. Work with RBC Brewin Dolphin and we’ll concentrate on delivering performance so you can concentrate on giving the best advice.
Access to expert research capabilities
Depth of research is key to adding value to client portfolios. RBC Brewin Dolphin’s in-house research team is the driving force behind our investment process. Their insight translates into powerful recommendations that deliver the best investment opportunities for your clients.
We can help you avoid the costs and key man risk of employing your own in-house resource.
Regulatory peace of mind
We can support you in meeting TCF Outcome 5 – products perform as clients are led to expect.
Our governance process is rigorous and ensures portfolios perform in line with expectations. We select investments for their ability to add value, and we don’t work with any fund manager that isn’t fully transparent.
A watchful eye on market surprises
When markets deliver surprises, we can help you keep your clients informed.
We respond quickly and decisively, taking a research-based view on portfolio adjustments and keeping you abreast of changes.
With our eyes firmly on the long game, you can rest assured your clients’ investments are being looked after calmly and rationally.
Financial adviser testimonials
Support is always hands-on and queries quickly resolved
We have used RBC Brewin Dolphin now for many years. Both their Managed Portfolios and Discretionary mandates have provided fantastic service for our clients across the risk spectrum, with volatility levels we have been comfortable with.
The back up from the team at RBC Brewin Dolphin and in particular the quality of information and literature is great and support is always on hand and queries quickly resolved.
They have consistently provided us with excellent levels of service
We have had a relationship with RBC Brewin Dolphin for ten years now, and they have consistently provided us with excellent levels of service.
As their proposition for advisers has expanded, this has helped to develop our relationship yet further, allowing us to tailor solutions to match our clients differing needs. We also pay very close attention to performance data, and they continue to produce good levels of risk-rated return for our clients.
Nothing is too much trouble, and a member of the team is always at hand to assist whether this be a simple admin query or a joint meeting with our client and one of RBC Brewin Dolphin’s investment managers.
Work with us
Our nationwide team of Business Development Managers are happy to discuss any aspect of our services, so that they can make sure they are right for you, your business and your clients.
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Awards and accreditations
DFM MPS on Platform 2024
A five star Defaqto rating
DFM Bespoke 2024
A five star Defaqto rating
DFM Service 2024
Gold Defaqto rating
DFM MPS (Platform) Family 2024
A five diamond Defaqto rating
Five star rating for investments
Financial Adviser Service Awards 2019
Signatory of Principles for Responsible Investment
Principles for Responsible Investment
Completion of programme and commitment to maintaining the criteria: due diligence, data, demonstration
ARC Suggestus 3D Manager Award 2022
