“I have always had a keen interest in investments and enjoy helping clients to optimise their financial affairs.”
- Locations
- London, City
Charles joined the RBC Brewin Dolphin London office in 1998 and is an Investment Manager. He constructs and manages discretionary investment portfolios for private clients, self-invested personal pensions, and trusts, often looking after cross-generational family wealth. He also looks after private underwriting companies at the Corporation of Lloyds.
He is a member of RBC Brewin Dolphin’s International Equity Committee and sits on the group’s Asset Allocation Committee having previously chaired it for five years. Charles began his financial services career by joining the London office of Wise Speke in 1998, shortly after it had been taken over by RBC Brewin Dolphin. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.