Emily not only manages investment portfolios for a wide range of RBC Brewin Dolphin’s direct clients but is also responsible for intermediary accounts for clients of independent financial advisers.
A firm believer in the importance of building long-lasting client relationships and professional networks, Emily has particular expertise in managing intergenerational wealth and how it is transferred and protected within families. She works closely with younger family members to develop their understanding of wealth management.
Emily began her financial services career at RBC Brewin Dolphin as an Investment Manager in our Belfast office in 2007, becoming an Assistant Director in 2015 and Divisional Director in 2019. She is a Chartered Wealth Manager and is a former President of the Chartered Institute for Securities & Investment’s Northern Ireland Committee.