Future Wealth Management Competitors

We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media

Established in 2003, M&G India serves as the strategic innovation and digital hub for M&G. At M&G India, teams work with colleagues worldwide to drive transformation, build digital capability and support sustainable growth across the Group. By leveraging technology, AI, automation and process excellence, our people bring new ways of thinking to improve outcomes for both customers and colleagues, modernising how we work. Grounded in a vibrant culture with strong foundations, we are central to how M&G is transforming as a business. M&G India operates under the legal entity M&G Global Services Private Limited. About M&G plc M&G plc is a leading international savings and investments business. Our active asset manager M&G Investments and our savings and retirement business M&G Life, manage money for around 4.2 million retail clients and more than 1,000 institutional clients from 38 offices worldwide. As at 31 December 2025, M&G had £375.9 billion of assets under management and administration. M&G has 175 years’ experience of managing investments, supporting saving, providing financial advice and offering retirement solutions – to help give people and businesses the confidence to put their money to work.

In a world full of information, personal financial advice helps people find the answer that's right for them. At St. James’s Place, we combine the power of personal relationships with the expertise, strength and scale of the UK's leading financial advice firm, to help our clients move towards their financial goals. We help people see their wealth differently by bringing clarity to complexity, uncovering opportunities and supporting confident financial decisions. Because when you gain a different perspective, you can create a different future. See your wealth differently. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. Members of the St. James’s Place Partnership in the UK represent only St. James’s Place Wealth Management plc, which is authorised and regulated by the Financial Conduct Authority. St. James’s Place Wealth Management plc Registered Office: St. James’s Place House, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP. Registered in England Number 4113955. SJP Approved 09/10/2026