“Helping people is the mainstay of this job. I can’t think of many other roles in other industries where you become so personally entwined with a client. I have grown up with them and they have grown up with me. You become part of their life.”
- Phone number
- 01313 002 937
Colette is a Portfolio Manager in our Edinburgh office. She works in the specialist intermediaries team and splits her time between running discretionary investment portfolios for the clients of independent financial advisers (IFAs) and portfolios of direct private clients.
Her day-to-day role involves working in partnership with IFAs and clients to make the complex simple. This includes making business pitches to find new clients, structuring portfolios, investing clients’ money and dealing with queries on markets and strategy. She is proud of the very strong personal relationships she has developed with IFAs and clients. She regularly meets them as well as with her bank of direct clients to carry out reviews.
Colette began her financial services career with RBC Brewin Dolphin in 2005 as an Administration Assistant. She became Assistant Director in 2017. She is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and has the CISI Diploma.