Alex Allen

Alex Allen

1st Team Tennis Captain

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  • Timeline

  • About me

    Assistant Director at RBC Brewin Dolphin

  • Education

    • The University of Birmingham

      2010 - 2013
      Bachelor of Science (BSc) Economics 2.1

      Activities and Societies: 1st Team Tennis Captain & UoB Investment Society Core focus: microeconomics, macroeconomics, behavioural economics & econometrics

    • Shanghai University of Finance and Economics

      -
      Summer Study: 92% average

      - Managing Enterprise in China- Marketing Strategies in China

    • QEH Bristol

      2003 - 2010
      A Levels: Economics, Maths and Geography

      1st XV/VII rugby colours

  • Experience

    • University of Birmingham

      Jun 2012 - May 2013
      1st Team Tennis Captain
    • Premium Finance Group

      Jul 2012 - Aug 2012
      Summer Analyst

      One of thirty European students who travelled to Shanghai on the Europe China Strategic Alliance scheme. The programme included an intensive two week course at the Shanghai University of Finance and Economics. This was followed by an internship with a local company. For me this was with Premium Finance Group, a boutique wealth manager, investing money for local expats.

    • Brewin Dolphin

      Sept 2013 - now

      Member of an investment team with William Hepburne-Scott (Head of London) and Nicholas Demetriadi (Divisional Director). My role included managing portfolios across various asset classes and for a range of investment mandates and risk and return objectives. I am also heavily involved in developing and maintaining existing client relationships. One of two successful applicants on the Brewin Dolphin 2013 graduate scheme in the London office. Over the two year programme I completed the Level 4 CISI Investment Advice Diploma and the Level 7 CISI Chartered Wealth Manager Qualification, passing each of the six exams first time and the final paper with merit.

      • Assistant Director, Investment Management Division

        Feb 2020 - now
      • Investment Manager

        Sept 2015 - Feb 2020
      • Trainee Investment Manager

        Sept 2013 - Aug 2015
  • Licenses & Certifications

    • Chartered Wealth Manager Qualification

      Chartered Institute for Securities & Investment (CISI)
      Aug 2015
    • Investment Advice Diploma

      Chartered Institute for Securities & Investment (CISI)
      Apr 2014