RBC Wealth Management Expands Echelon Lifestyle Network to 16 Vetted Providers

MINNEAPOLIS, Feb 11 (Reuters) — RBC Wealth Management is expanding the lifestyle services available to its ultra‑high‑net‑worth (UHNW) clients through its RBC Echelon platform, broadening a curated external network that now totals 16 vetted providers.

Echelon lifestyle network grows to 16 providers

RBC is adding three specialty providers — a luxury travel concierge, a premium collections storage and logistics specialist, and an expanded fine‑art advisory that now includes collectibles and appraisal services — to the Echelon roster. The move strengthens Echelon’s positioning as a single access point that bundles traditional wealth services such as estate planning, investment management, private markets access and bespoke banking with lifestyle and family‑office type offerings tailored to complex client needs.

The firm emphasizes that each new provider undergoes a rigorous selection and vetting process before joining Echelon, with the aim of removing the burden of research and due diligence from clients. The added services address practical frictions UHNW clients face — transporting and storing high‑value collections, authenticating and appraising art and collectibles, and coordinating luxury travel arrangements — enabling advisors to coordinate these needs alongside financial planning.

RBC also highlights that access to the lifestyle network is available to all RBC Wealth Management advisors, without the restricted access common to some ultra‑private platforms. That broader advisor availability is designed to make the platform’s curated services more seamless and scalable across client segments, allowing advisors to present integrated solutions without referring clients outside the firm’s ecosystem.

RBC’s client base for the platform includes individuals, multigenerational families, business owners, corporate executives and sports and entertainment professionals, supported by a dedicated team of strategists and the global resources of one of the world’s largest financial institutions. The firm says the expansion reflects demand for consolidated service models that address financial, family and lifestyle priorities in a coordinated way.

Angie O’Leary, Head of Wealth Strategies, says Echelon’s purpose is to simplify clients’ lives so they can focus on family, passions and legacy. RBC frames the enhancement as part of a strategic push to deepen personalized service delivery globally and to help clients enjoy their lives while preserving wealth for future generations.