RBC Brewin Dolphin in Leeds can trace its origins going back almost 100 years in Yorkshire and the surrounding regions. We deliver a comprehensive wealth proposition including financial planning, bespoke investment management and services for professional intermediaries. We pride ourselves on the truly personalised offering that we look to bring to all of our relationships.

The business now has nearly 50 members of staff; with specialist teams looking after areas such as financial planning, investments for charities, and investing on behalf of intermediaries working alongside its core investment management expertise.

What RBC Brewin Dolphin can do for you

Our Leeds based experts deliver a comprehensive wealth proposition including financial planning, bespoke investment management and services for professional intermediaries. We pride ourselves on the truly personalised offering that we look to bring to all of our relationships. The business now has specialist teams looking after areas such as financial planning, investments for charities, and investing on behalf of intermediaries working alongside its core investment management expertise.

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.

Investment services for charities

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

  • 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.
  • Reporting & 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.

How to get to the office

Our Leeds office is based in the city centre, a seven-minute walk from Leeds railway station.

Key Contacts

Private Client

Richard Annis

Head of Office

Intermediaries

Owen Woolfitt

Business Development Manager

Charities

Sam Sheehy

Investment Management Assistant

Request a callback

I am ready to start a conversation

Find out how we can help guide your wealth journey.


The value of investments and any income from them can fall and you may get back less than you invested.