Charlie has over 20 years of experience in the financial services sector, specialising in investment management after having trained in corporate finance.
Charlie joined RBC Brewin Dolphin in 2008, leading an investment team for six years before becoming Regional Director for London and South East in January 2015. In 2016 he became Co-Head of Private Clients for the group before becoming Managing Director of Private Clients in 2017.
In 2020, he was appointed Managing Director of Wealth and Investment, becoming Managing Director of Wealth Management in 2022. In his role, he is responsible for Wealth Management services across RBC Brewin Dolphin, which includes all offices within the group, the intermediaries business and the marketing department.
Charlie’s previous experience includes heading up the London and South East Region for Gerrard following its acquisition by Barclays Wealth, having started his career in corporate finance. He is a Chartered Fellow of the Securities Institute and a graduate of the Advanced Management Program at Harvard Business School.