Our services

Helping charities to achieve their financial goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.

Charities investment management

We know every charity is different, so we take the time to understand each organisation’s unique circumstances, financial objectives and risk appetite, before building a portfolio tailored to its specific needs.

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Reporting and administration

You need the highest standards of reporting and portfolio analysis to carry out your legal duties as a trustee. We will work closely with you to ensure that you have all the information you need and fully understand the implications of any investment decisions taken.

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Responsible investment at RBC Brewin Dolphin

We believe that responsible investing is important at all stages of the investment process, from our research analysts recommending stocks, to our clients telling us what they want their portfolios to achieve. 

We are seeing increasing demand for all aspects of responsible investing from every corner of society. This is an exciting opportunity for us to serve our clients in innovative ways and influence society around us.

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I would like to talk about charity investments

Find out how we can help your charity achieve their financial goals.

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