“You are dealing with real people who rely on and trust you. As an Investment Manager I can hopefully make a difference in their lives.”
- Locations
- London, City
Edward is an Investment Manager and Divisional Director in our London office. He manages multi-asset class portfolios for mainly private clients but also corporates, trusts and charities, incorporating tax wrapped portfolios such as SIPPs and ISAs. He prides himself on developing long-term relationships with his clients.
He works closely with financial planning colleagues to ensure his clients have their wealth structured to take the best advantage of current rules and allowances. This often covers pensions and inheritance tax planning.
Edward began his financial services career in 1987 as a Market Maker at Hoare Govett. He moved to Hong Kong with HG Asia in 1994 as a Senior Trader. He became an Investment Manager at SP Angel in 2004 before joining RBC Brewin Dolphin in 2006. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.