“I enjoy finding solutions to some often-complex challenges for my clients.”
- Locations
- London
- Phone number
- 020 3201 3948
Jenny joined RBC Brewin Dolphin in 2021 and is the lead Investment Manager for our global direct equity 1762 World Strategy. She looks after global, multi-asset portfolios for high-net-worth individuals, families and trusts, both on and offshore. She also supports the 1762 Responsible Progress Investment Strategy.
As part of our exclusive 1762 offering she works with clients who have complex investment needs, including those living overseas. These are clients who are seeking a more bespoke approach and closer relationship with their investment manager.
Jenny began her financial services career in 2014 at Smith & Williamson. She became an Assistant Director at RBC Brewin Dolphin in 2022. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Chartered Wealth Manager Diploma. Jenny has the Certificate in Environmental, Social and Governance Investing and has been a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder since 2018. She is also a native Mandarin speaker.