“Focusing on the client relationship is crucial. My main priorities have always been to listen and understand, the advice then follows.”
- Locations
- Edinburgh
Dennis joined RBC Brewin Dolphin in 2022 and is an Investment Manager in the Edinburgh office. He manages portfolios for high-net-worth clients including individuals, families, trusts, pensions and ISAs.
He is proud of the long-term close relationships he has developed with his clients over his career, going beyond just the financial aspect to become personal. He wants to understand his clients’ everyday situations and objectives as much as possible so that he can better help them with their wealth.
Dennis has worked in private client investment management since joining Turcan Connell in 2007, first as a Trainee Investment Manager, then Investment Director at Tcam, and latterly Team Head – Private Clients, Edinburgh at Seven Investment Management. He is a Chartered Wealth Manager and a Chartered Fellow of the Chartered Institute for Securities & Investment.