3 July 2025
Wealth manager RBC Brewin Dolphin has promoted senior director, Zoe Gillespie to head its Glasgow office.
Zoe, who is from Glasgow, joined RBC Brewin Dolphin as an investment manager in 2007 after beginning her career as a UK equity dealer at Barclays. Over the course of 18 years at RBC Brewin Dolphin, she has built a successful career managing and advising on investment portfolios for a range of private clients. Zoe will lead a team of 43 people in Glasgow.
The Glasgow office has also recently appointed wealth managers Gordon Parsons-Wallace and Jack Benton to its financial planning team.
Previously, Gordon was principal financial planner of Finative Financial Planning, a subsidiary of SJP Wealth Management and senior adviser at MAB Wealth Management, having previously worked at 7IM. He helps clients with retirement and investment planning,business and estate planning and wealth preservation.He holds a level 4 diploma in regulated financial planning from the Chartered Insurance Institute and is an associate of the Chartered Institute for Securities and Investments.
Jack is a chartered financial planner who began his financial services career at Morgan Stanley in 2015, prior to becoming a financial planner in 2021 with SRB Wealth Management. He specialises in building and preserving wealth as well as tax efficient strategies for retirement and estate planning.
Zoe Gillespie, head of RBC Brewin Dolphin’s Glasgow office said: “It is an honour to take up the role of head of RBC Brewin Dolphin’s Glasgow office. I look back on my journey at the company, and I am immensely proud of all that we have achieved as an office and across the firm. We will now focus, as a team, on building upon our success and growth, to help more people in Glasgow to achieve their financial goals.”
Lucie Gordon, managing director, head of northern region, RBC Brewin Dolphin said: “I am delighted that Zoe has been appointed as our new head of Glasgow. She is a long-standing member of the RBC Brewin Dolphin team, having been with us for 18 years, with a proven track record of leadership and expertise in wealth management. She brings strategic insight with a client-first approach that will be instrumental in driving our Glasgow office from strength to strength.”
Disclaimers
The value of investments can fall and you may get back less than you invested. Information is provided only as an example and is not a recommendation to pursue a particular strategy.
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PRESS INFORMATION
For further information, please contact:
Payal Nair payal.nair@brewin.co.uk / Tel: +44 (0) 20 3201 3342
Siân Robertson Sian.Robertson@brewin.co.uk / Tel: +44 (0) 20 3201 3026
NOTES TO EDITORS
About RBC Brewin Dolphin
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. With £57.6bn* billion in assets under management, it offers award-winning, bespoke wealth management services, including discretionary investment management and financial planning.
Its qualified investment managers and financial planners are based in over 30 offices across the UK, Jersey and Republic of Ireland, with a commitment to high standards of client service, long-term thinking and absolute focus on clients’ needs at the core.
As part of Royal Bank of Canada (RBC), RBC Brewin Dolphin is now able to draw on the strength of a global financial institution to enhance the services it provides to clients and to drive further innovation across the business.
*as at 31st October 2024.
Disclaimer
The value of investments can fall and you may get back less than you invested.
RBC Brewin Dolphin is a trading name of RBC Europe Limited. RBC Europe Limited is registered in England and Wales No. 995939. Registered Address: 100 Bishopsgate, London EC2N 4AA. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
® / ™ Trademark(s) of Royal Bank of Canada. Used under licence.