RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. They provide personalised financial advice and investment management services to individuals and families across the country, spanning investments, pensions, tax and estate planning. RBC Brewin Dolphin’s specialist financial advisers will help you make the most of your financial situation, build a plan to realise your future ambitions, and provide for your loved ones. The value of investments, and any income from them, can fall and you may get back less than you invested.
Asset under management
£50 billionEstablished
1762Employees
2100Private client
80Min. Account size
£500k
Financial Planning
RBC Brewin Dolphin can help you prepare for the future and meet your goals with a robust financial plan that’s tailored to you. Whether you need advice on pension and retirement planning, inheritance tax and estate planning, investing, or financial protection, they are here to help. RBC Brewin Dolphin’s financial planners will take the time to understand what you want to achieve, examine your options, and provide a detailed recommendation. They will ensure you understand the plan and are comfortable with the approach. They will then implement what you have agreed, taking the administrative burden away from you. Your unique financial plan will give you the information you need to make informed decisions about your future and how to fund your aspirations. Capital at risk.
Investment Management
RBC Brewin Dolphin can help you make the most of your money with a robust investment management solution that’s tailored to your needs. They will begin by understanding your ambitions, your attitude to risk, and your time horizon. Based on these factors, they will then invest your money across a range of assets, balancing risk and return in a sophisticated way. RBC Brewin Dolphin can help you invest for growth, generate an income from your investments, and preserve capital for the next generation. They will make sure you are using the tax allowances available to you, so that more of your money goes towards your goals. Your dedicated investment manager will be available in person, over the phone or by email, and will regularly review your plans to help keep you on track. Capital at risk.
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