“Getting to know clients and their families is a very rewarding part of the job. You really feel you are making a difference in their lives.”
- Locations
- London, City
- Phone number
- 020 3201 3075
Bobbie joined RBC Brewin Dolphin in 2012 and is an Investment Manager. She manages portfolios for private individuals, companies, charities, and trusts. She also manages the portfolios of independent financial advisers & their clients and specialises in Court of Protection business.
Bobbie recently completed the Chartered Institute for Securities & Investment’s (CISI’s) Green & Sustainable Finance Certificate. She is a big advocate of environmental, social and governance investing and developing that within the team.
Bobbie studied Biological Sciences at Imperial College London. She began her financial services career at RBC Brewin Dolphin as an Investment Assistant. She became a Trainee Investment Manager in 2014, Assistant Investment Manager in 2015 and Investment Manager in 2018. She took on the Assistant Director role in 2021. Bobbie has a CISI Investment Advice Diploma, CISI Masters in Wealth Management and was awarded Freedom of the City of London in 2012 for charitable work with the elderly.