“I love working with individual clients and getting to learn about them, their backgrounds, their families and their reasons for investing.”
- Locations
- Edinburgh
Caroline is an Investment Manager in the Edinburgh office. She manages portfolios for private clients, individuals, and trusts. She also specialises in Personal Injury Trusts, understanding the nuances of personal injury investment and the requirements from Trustees and families. This is well suited to her approachable and reassuring nature, and she enjoys simplifying the complex for all clients.
Caroline has a key knowledge and interest in principled investing and is an ESG (Environmental, Social and Governance) Ambassador for the Edinburgh office. She is a Chartered Wealth Manager and began her financial services career at RBC Brewin Dolphin as a Graduate in 2015, spending time in various parts of the business such as charities and private clients, which broadened her knowledge of these different areas.