RBC Brewin Dolphin 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.

Our services

We offer a range of services to help you meet the needs of each client.

Why partner with us

Managing clients’ investments in today’s fast-moving market can be time consuming and complex. If you want someone to take off the pressure, partner with us and we’ll take responsibility for tracking performance, ensuring regulatory compliance, and responding quickly to market events. Rest assured that you will always own the client and we work for you.

More time with your clients

Managing investments on a large scale can take time away from building client relationships, understanding what makes clients tick, and deepening the financial planning journey. Work with RBC Brewin Dolphin and we’ll concentrate on delivering performance so you can concentrate on giving the best advice.

Access to expert research capabilities

Depth of research is key to adding value to client portfolios. RBC Brewin Dolphin’s in-house research team is the driving force behind our investment process. Their insight translates into powerful recommendations that deliver the best investment opportunities for your clients.

We can help you avoid the costs and key man risk of employing your own in-house resource.

Regulatory peace of mind

We can support you in meeting TCF Outcome 5 – products perform as clients are led to expect.

Our governance process is rigorous and ensures portfolios perform in line with expectations. We select investments for their ability to add value, and we don’t work with any fund manager that isn’t fully transparent.

A watchful eye on market surprises

When markets deliver surprises, we can help you keep your clients informed.

We respond quickly and decisively, taking a research-based view on portfolio adjustments and keeping you abreast of changes.

With our eyes firmly on the long game, you can rest assured your clients’ investments are being looked after calmly and rationally.

Financial adviser testimonials

Support is always hands-on and queries quickly resolved

We have used RBC Brewin Dolphin now for many years. Both their Managed Portfolios and Discretionary mandates have provided fantastic service for our clients across the risk spectrum, with volatility levels we have been comfortable with.

The back up from the team at RBC Brewin Dolphin and in particular the quality of information and literature is great and support is always on hand and queries quickly resolved.

They have consistently provided us with excellent levels of service

We have had a relationship with RBC Brewin Dolphin for ten years now, and they have consistently provided us with excellent levels of service.

As their proposition for advisers has expanded, this has helped to develop our relationship yet further, allowing us to tailor solutions to match our clients differing needs. We also pay very close attention to performance data, and they continue to produce good levels of risk-rated return for our clients.

Nothing is too much trouble, and a member of the team is always at hand to assist whether this be a simple admin query or a joint meeting with our client and one of RBC Brewin Dolphin’s investment managers.

Work with us

Our nationwide team of Business Development Managers are happy to discuss any aspect of our services, so that they can make sure they are right for you, your business and your clients.

Meet the team

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Awards and accreditations

DFM MPS on Platform 2024

A five star Defaqto rating

Gold rating for DFM MPS on Platform 2024 - Defaqto Expert Rated - Logo

DFM Bespoke 2024

A five star Defaqto rating

Gold rating for DFM Bespoke 2024 - Defaqto Expert Rated - Logo

DFM Service 2024

Gold Defaqto rating

DFM Service 2024 - Gold Defaqto rating - Logo

DFM MPS (Platform) Family 2024

A five diamond Defaqto rating

Gold rating for DFM MPS (Platform) Family 2024 - Defaqto Expert Rated - Logo

Five star rating for investments

Financial Adviser Service Awards 2019

Five star rating for investments - Financial Adviser Service Awards 2019 - Logo

Signatory of Principles for Responsible Investment

Principles for Responsible Investment

Logo of the award

Completion of programme and commitment to maintaining the criteria: due diligence, data, demonstration

ARC Suggestus 3D Manager Award 2022

3D 2022, Brewin Dolphin Ltd awarded by ARC Research Limited - ARC Suggestus 3D Managers Award 2021 - Logo