RBC Wealth Management announced the expansion of RBC Echelon, its premier platform for ultra-high-net-worth clients, with the addition of three industry-leading lifestyle services providers: a luxury travel concierge, a premium collections storage and logistics specialist, and expanded fine art advisory services that now include collectibles and appraisal support. The additions bring the curated RBC Echelon network to 16 external providers.
RBC Wealth Management serves a broad spectrum of ultra-high-net-worth clients, including individuals, multigenerational families, business owners, corporate executives, and sports and entertainment professionals. The firm’s financial advisors are supported by a team of strategists and the global resources of RBC, enabling delivery of integrated wealth and lifestyle solutions.
The RBC Echelon platform combines estate planning strategies, investment management, access to private markets, tailored banking and lending solutions, and specialized lifestyle services. The firm said the integrated model is designed to create a seamless experience by consolidating wealth management and lifestyle support through a single access point.
The expanded lifestyle network is available to all RBC Wealth Management financial advisors without the access restrictions often associated with other ultra-high-net-worth platforms. Service categories include art advisory, bespoke travel concierge services, bill pay services, cyber and personal security solutions, donor-advised funds, education consulting, family dynamics consulting, logistics and storage for art and luxury collectibles, philanthropic consulting, private aviation, private health care, and property and casualty and risk management. Each provider undergoes a rigorous vetting process that includes industry research, comprehensive due diligence, reference validation, and negotiated preferential terms.
RBC Wealth Management said it plans to continue adding lifestyle service providers to the RBC Echelon network as client needs evolve.
KEY QUOTES
“RBC Echelon is rooted in a singular focus: simplifying our clients’ lives. By expanding our network of trusted providers across a broad range of lifestyle categories, we remove the burden of research and due diligence so our clients can focus on what truly matters—their families, passions, and legacies.”
Angie O’Leary, Head Of Wealth Strategies, RBC Wealth Management
“RBC Echelon elevates the way we serve clients, deepening relationships beyond traditional wealth management. We’re empowering our advisors to become a family’s trusted resource across every dimension of their personal and financial lives—from coordinating personal security for a child traveling abroad to managing their luxury sports car collection.”
Bill Ringham, Director Of Private Wealth Solutions For RBC Wealth Management–U.S.
