Our services

We provide a range of services to help our clients shape their financial futures, by protecting, growing and managing their money.

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.

Discretionary clients

Our propositions for direct clients have been designed to be relevant to someone’s needs at any point of their life. That could mean helping them invest for a first deposit on a house, shaping their protection arrangements when they have children, advising and managing a SIPP at retirement, or opening and Junior ISA on behalf of a child or grandchild; we can work with them at any or all of those points. The trusted relationships we built over time mean we are able to support our clients thought life’s journey. 

Brewin Portfolio Service

Our ready-made investing service for people who may be new to investing, or are looking to give children or grandchildren a good start in life.

1762 from RBC Brewin Dolphin

An exclusive service for people with established wealth whose complex needs require expert advice. 

Wealth Management

Our core service, designed to help you make the most of what you have already built. 

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

Services for organisations

As well as providing services for individuals, either directly or through an independent financial adviser, we also work with charities and corporates.