Bethan joined the RBC Brewin Dolphin Cardiff office in 2011 and is a Portfolio Manager in the Adviser Partnership Team, providing discretionary management and relationship management services to independent financial advisers (IFAs).
She has also managed both private client and charity portfolios and has strong knowledge of pensions, general investment accounts and offshore bonds. She is proud of ‘bridging the gap’ between portfolio and relationship management and using her broad range of experience to help IFAs in all areas of investment.
Bethan’s financial services career began with RBC Brewin Dolphin in 2011 as a Trainee Investment Manager, before taking on the role of Portfolio Manager in 2016 and Investment Manager in 2020. She is a Chartered Wealth Manager with the Chartered Institute for Securities & Investment (CISI). She is also a member of the CISI Wales committee which includes working with universities to encourage more graduates into the profession.