Our Belfast office was established in 2005. Since then we have forged a strong presence in the region. While each person’s needs are different, common concerns of our clients are how to generate an income, growing their investments for specific or general future need, and managing the tax payable on their investments. In addition, through effective planning, we allocate your available financial resources in the most efficient and effective way possible, and identify ways to save money. We have also forged strategic partnerships with a number of locally-based firms of financial advisers with the aim of combining their expertise in financial planning with our investment management skills. It is our goal to offer a bespoke service to each client with dedicated investment managers establishing diversified portfolios while controlling volatility.
What can RBC Brewin Dolphin do for you
At our RBC Brewin Dolphin office in Belfast, it is our goal to offer a bespoke service to each client with dedicated investment managers establishing diversified portfolios. Through effective planning, we allocate your available financial resources in the most efficient and effective way possible and identify ways to save money. Since opening our office in 2005 we have forged strategic partnerships with a number of locally-based firms of financial advisers with the aim of combining their expertise with our investment management skills so that we can serve our clients in the best way possible.
Services for intermediaries
Whether your clients are investing to fund their retirement, cover education costs or help the next generation, we’ll support you in helping them achieve their ambitions – as well as your own. We offer a range of services to help you meet the needs of each client including:
- Discretionary Fund Management (DFM) – Builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.
- More than 1,000 advice firms have signed up to use our MPS, attracted by strong investment performance and a constant focus on client satisfaction.
- Our Voyager fund range follows the investment approach of MPS, but in a unitised structure.
How to get to the office
Our office in Belfast office is located in the East Tower at Lanyon Place, just a 6-minute walk from Lanyon Place station.
Key Contacts
Private Client
Kenneth McCaw
Divisional Director – Head of Office
Intermediaries
Maxine Anderson
Business Development Manager
Katy Middleton
Business Development Sales Support
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