Charles is an Investment Manager in our Edinburgh office, having joined RBC Brewin Dolphin in 2001. He manages the investment portfolios of private clients and covers trusts and pensions.
He also provides advice to business owners looking to exit and needing advice on their investment and income strategies going forward. Charles is particularly keen to increase his number of corporate contacts, including entrepreneurs.
Charles began his financial services career with RBC Brewin Dolphin and during his time with us he has built up strong relationships with his clients. He is active on Edinburgh’s Investment Committee and the firm’s Engagement Committee, managing relations between staff and leadership. He has the Financial Services Diploma and is a Chartered Fellow of the Chartered Institute for Securities & Investment.