What we do
Whether they have simple investment requirements and are seeking a readymade portfolio, or have more complex needs and need expert financial planning, we have a solution for them.
We serve clients directly through our office network and online platforms, and indirectly via our relationships with intermediaries. It means clients can access our services in a way that suits them.
Our wealth management services
Brewin Portfolio Service (BPS)
Straightforward online investing.
From £500 to invest.
RBC Brewin Dolphin
Personalised wealth planning to help you prepare and invest for the future.
From £250,000 in investable assets.
RBC Private Wealth
Access to our full range of wealth management solutions, adapted to your highly individual circumstances.
From £5,000,000 across investable assets and lending.
Indirect clients
We provide access to our investment management expertise via a network of intermediary partners.
Discretionary Fund Management (DFM)
Bespoke investment services through independent financial advisers
Managed Portfolio Service (MPS)
Designed and managed investment portfolios
Voyager fund range
Designed and managed investment funds
‘Powered by’
Licensed investment expertise for intermediary businesses