“The thrill for me is helping clients meet their retirement income objectives through often difficult markets and events such as the pandemic. I want them to have the retirement they deserve.”
- Locations
- Cardiff
Ceri joined the RBC Brewin Dolphin Cardiff office in 2013 and provides discretionary fund management to financial advisers (IFAs) as part of our Adviser Partnership team. This involves regular meetings with IFAs to discuss how best to deliver their clients’ investment objectives.
Ceri also helps to manage investment portfolios on behalf of IFAs. He has specialist knowledge in retirement income and structured investment products and is developing expertise in environmental, social and governance (ESG) investing.
His financial services career began as a Trainee Investment Manager at RBC Brewin Dolphin in 2013, before being promoted to Assistant Portfolio Manager, Portfolio Manager, Investment Manager and then his new role in January 2022. He is a Chartered Wealth Manager with the Chartered Institute for Securities & Investment and holds the Financial Planning Diploma through the Personal Finance Society. He also has a Data Science qualification from the WorldQuant University.