The firm's origins can be traced back to 1762. They have been managing client's discretionary portfolios in partnership with advisers for more than 30 years.

In September 2022, Brewin Dolphin formally became part of the RBC group of companies, creating a wealth manager covering the UK, Channel Islands and Ireland with over £50 billion in assets under management, the majority of which is under discretion.

RBC Brewin Dolphin has more than 30 regional offices and over 2,100 employees and offers personalised wealth management services from bespoke, discretionary investment to retirement planning and tax-efficient investing.

In addition to bespoke discretionary management, RBC Brewin Dolphin offers seven Active MPS, seven Passive Plus MPS and five Sustainable MPS, with expected risk and return varying through each range. They also have two fund ranges, the multi asset Voyager fund range, which consists of six risk-rated multi-asset funds and the MI Select Managers fund range which spans five asset classes, three equity funds, one bond fund and an alternatives fund.

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