[4] It provides investment management and financial planning services to individuals, companies, intermediaries and charities.

[5] The business can trace its origins back to the establishment of the stockbroking firm of John Dawes, a founder of the London Stock Exchange, in 1762.

It was then the subject of a management buy-out from Scandinavian Bank in 1992 and was first listed on the London Stock Exchange in 1994.

[8] It went on to buy Wise Speke, an investment manager operating in the North of England, in 1998[9] and Popes, a firm based in Stoke-on-Trent, in 2002.

[15] In March 2022, RBC made a recommended offer for the company worth £1.6 billion, subject to regulatory and shareholder approval.