RBC Brewin Dolphin based at Wellington Place in Leeds, has been delivering comprehensive wealth management services going back almost 100 years. Our wealth management proposition includes 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
Services offered in our Leeds office:
Our Leeds-based experts deliver a comprehensive wealth proposition including:
- Wealth management
- Financial planning
- Bespoke investment management
- Services for professional intermediaries
We pride ourselves on the truly personalised offering we bring to all our relationships.
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
How to get to the Leeds office:
Our Leeds office is based in the city centre, a seven-minute walk from Leeds railway station.
Walk north-east on Aire St towards Wellington St
Sharp left onto Wellington St
Slight left to stay on Wellington St
Turn left
Key Contacts in Leeds
Private Client
Intermediaries
Owen Woolfitt
Business Development Manager
Charities
Max Munsey
Investment Manager- Assistant Director
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Find out how we can help guide your wealth journey.