
Timeline
About me
Discretionary Senior Portfolio Manager at RBC Brewin Dolphin
Education
.webp)
The chartered institute for securities & investment (the cisi)
-Private client investment advice & management diploma.webp)
The chartered institute for securities & investment (the cisi)
-Level 7 chartered wealth management masters portfolio construction
Experience

Brewin dolphin
Aug 1999 - Jul 2003Assistant
Marine energy arabia co
Jan 2004 - Dec 2004Operations manager and bunker fuel broker
Rbc brewin dolphin
Mar 2006 - nowDiscretionary portfolio managerI currently work as a senior Portfolio Manager for an independently owned leading UK FTSE 250 Wealth Management organisation, leading a team to manage a combined £850m of Funds under Management (FUM). Across my 20+ year career, I have held a number of progressive roles in the investment and wealth management industry and have extensive knowledge of investment procedures, sound market awareness, as well as a firm understanding of client requirements. I have strong communication, numeracy, and written skills, and have the motivation, enthusiasm and commitment to achieve goals in high pressure environments. Show less
Licenses & Certifications
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Chartered fellow
The chartered institute for securities & investment (the cisi)Jan 2015.webp)
Cf30 status
The chartered institute for securities & investment (the cisi)Jan 2011
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