Who we are
RBC Wealth Management (UK & Channel Islands)
Ever since establishing operations in the British Isles in 1910, RBC’s heritage of integrity and unwavering client dedication has propelled our growth. In recent years, we have intensified our focus across the region and have grown significantly, expanding our geographic presence, our areas of expertise and the number of clients we serve. We now have fourteen offices in nine different European countries, from which RBC service over 5,000 clients, are recognised for our financial strength, market leadership and philanthropic work.
RBC Wealth Management is responsible for supporting strategic family and private client relationships, including high-net-worth and ultra-high-net-worth clients, who require the full depth and breadth of RBC’s expertise beyond conventional wealth management. We have developed a deep understanding of our clients’ sophisticated financial needs, making us a reliable partner for the long term. RBC Wealth Management is one of the world’s five largest wealth managers by assets and our Channel Islands businesses have a total of C$73.2 billion in assets under administration and C$7.4 billion in assets under management*.
Our trusted advisors provide a full suite of banking, investment, trust and other bespoke wealth management solutions to successful executives, entrepreneurs, business owners and their families. We work in partnership with our clients to focus on understanding and clarifying their specific goals so we can build a financial plan that preserves the assets they have saved during their lifetimes, helps them live comfortably in the present, and secures a legacy for future generations.
https://www.rbcwealthmanagement.com/en-eu/about/
*AUA & AUM as of
31 January 2022, represents period-end spot balances.
What we do
At RBC Wealth Management, our clients enjoy personal service and customised solutions – supported by local teams and a
global network of trusted professionals.
We believe in the merits of fully understanding the investment objectives of every client and structure the optimal solution appropriate to their risk tolerance and individual preferences.
Every step of the way, we help you make informed decisions based on your needs, our insights and analysis of factors and trends.
Our investment philosophy guides us in the development of the strategies we recommend and is based on the following four beliefs:
Long-term strategic asset allocation: strategic asset allocation is expected to deliver 70% of a portfolio's long-term returns, so we take a disciplined, robust approach that provides a strong core for client portfolios.
Risk budgeting and diversification: our long-standing principle of prudence and discipline has made us one of the
strongest banks in the world and we manage client portfolios with the same discipline and care. Risk is managed with strict processes and tools, as well as effective diversification to avoid taking unnecessary risk.
Active rebalancing: rebalancing is an active and ongoing process that keeps client portfolios aligned with their strategies. Investment decisions are driven by developments in the market and are taken by our British Isles Investment Committee.
Tactical asset allocation: we have investment specialists across all the major financial markets and access to top independent research, bringing a powerful combination of understanding and insight to drive client portfolios. Financial markets are not static, therefore we make active shifts in our portfolios to adapt to changes in market and economic conditions.
We are committed to:
- Building portfolios that strike the right balance between preserving capital, generating income and pursuing growth
- Creating an appropriate structure for every client portfolio, selecting from both traditional and alternative investment areas
- Combining rigorous analysis and disciplined execution with continuous learning
- Providing access to worldwide, world-class investment capabilities
- Using the best combination of investment approaches given a client's personal goals
- Providing reliable information, meaningful communications and sound investing practices
What sets us apart?
We actively manage clients’ portfolios to ensure they are adequately positioned to take advantage of all stages in the business cycle and incorporate creative and innovative solutions.
We have added a systematic trading strategy that generates returns from equity intraday volatility. Instead of being an obstacle, volatile markets provide a return opportunity to our clients. Whilst our hedging strategies help our clients’ portfolios weather any market correction.
We are constantly looking at longer term, secular trends that will have a profound impact on the economy, environment and technology. In response to this, we have added a strategy that creates positive social and environmental impact by investing in companies providing solutions to resource scarcity and environmental pollution.
We have a strategy that uses a range of technologies including big data and machine learning to systematically select stocks. The strategy applies investment insights with cutting-edge technology to seek returns over and above generic factors such as value, momentum and carry.
