“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 including individuals and trusts.
She has particular interest in and knowledge of ethical investing and as such is an ESG (environmental, social and governance) Ambassador for the Edinburgh office. This includes giving presentations such as webinars externally to clients and internally to fellow RBC Brewin Dolphin colleagues.
Caroline, who is a Chartered Wealth Manager, began her financial services career at RBC Brewin Dolphin as a Graduate. As part of this she spent time in various parts of the business such as charities and private clients, which broadened her knowledge of these different areas.