Culture, training and leading the way on vulnerable client care

When the PA Awards judges began to search for the firm that had paved the clearest path on vulnerable client care in 2022, they were not expecting to find one of the UK's oldest traditional wealth managers leading the charge. Despite this, it was RBC Brewin Dolphin - founded more than 260 years ago - that the judges felt stood out for its pioneering work. Head of intermediaries Antony Champion said the firm has run a vulnerable client committee for over seven years - a need that grew naturally from the variety of clients its advisers were attracting. "When you go back in time, the ...