Working with intermediaries

Our expert investment solutions are designed to help you grow your business and meet the needs of your expat clients in the EU.

Our services

Our services are designed to meet the needs of a wide range of expat clients, no matter where they are in their investment journey.

Discretionary Fund Management

Our Discretionary Fund Management (DFM) offering builds bespoke solutions that are tailored to each of your clients’ unique priorities and goals.

Our offering spans direct equities, offshore bonds, and sustainable investment solutions. We provide pension wrapper services, and portfolios that comply with Passive Foreign Investment Company (PFIC) rules for US tax liable individuals.

Our bespoke and impartial service gives you more time to focus on your clients’ financial planning needs.

Global Investment Service

Our Global Investment Service (GIS) has been designed for advisers looking for a cost-effective way to meet the needs of their expat clients.

We offer a range of ready-made portfolios, each aligned to a specific investment objective and attitude to risk. Simply choose the portfolio that best suits your client’s needs and we’ll do the rest. We’ll tactically adjust the portfolio each month to reflect our in-house views on the right mix of assets for the prevailing market backdrop.

Available from just £150,000 (or currency equivalent), GIS is a simple way to help your clients grow their wealth over the long term.

Why partner with us

Managing clients’ investments in a fast-moving market and in accordance with EU legislation 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.

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.

Support for advisers

Our investment solutions are designed to help you support your clients’ ambitions – as well as your own. Our services suit the needs and goals of a wide range of expat clients, but they are also designed with you in mind. We understand the unique challenges facing advisers based in the EU and are here to help with any queries you may have.

A watchful eye on market surprises

When markets deliver surprises, 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.

Meet the Investment Management team

Joy Callender

Senior Investment Manager

Richard Flood

Divisional Director – Investment Management

Rory Quinlan

Senior Investment Manager

Get in touch

Our expert team 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. To get in touch with our Business Development Manager, Lorraine Reddaway, use the contact form below.

Insights for financial advisers