With a heritage going back 20 years in Glasgow, our origins can be traced back much further, to 1841 and one of the founders of what became Bell Lawrie White. Through a series of mergers and acquisitions, we have evolved to become the present-day RBC Brewin Dolphin Glasgow. We have more than 30 people in the investment management division, who work with individuals, families and businesses across Glasgow and the UK.
Our portfolio management services cover private clients, ISAs, charities, trusts, pension funds, and SIPPs, and we have specialist knowledge in all of these areas. Our financial planners offer an integrated service, designed to take a complete view of clients’ financial circumstances. In addition to offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fees planning, pensions, and tax-efficient strategies.
What RBC Brewin Dolphin can do for you
At our RBC Brewin Dolphin Glasgow office, we have more than 30 specialists in the investment management division, who work with individuals, families and businesses across Glasgow and the UK. We have portfolio management services tailored for private clients, ISAs, charities, trusts, pension funds, and SIPPs. Our financial planners offer an integrated service, designed to take a complete view of clients’ financial circumstances. In addition to offering a full strategic financial planning package, we can also work on specific projects such as estate planning, school fees planning, pensions, and tax-efficient strategies.
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 Glasgow office is located in the city centre, just a 3-minute walk from Glasgow Queen Street railway station.
Key Contacts
Private Client
Stephen Martin
Head of Office (Glasgow)
Intermediaries
Maxine Anderson
Business Development Manager
Katy Middleton
Business Development Sales Support
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