“It brings me great personal joy to know I have helped support clients achieve their financial goals, be they philanthropic, funding their retirement or simply to have an additional income stream / pot of cash available”
- Locations
- London, St. James’s
- Phone number
- 020 3201 4348
George joined RBC Brewin Dolphin in 2021 and is an Associate Portfolio Manager in our London, St. James’s office.
George supports the investment management function of the London St. James’s office and other offices at RBCBD by creating and implementing both bespoke and model investment portfolios for ultra-high net worth / high net worth individuals and their families, charities, trusts and external agent clients.
George has a particular interest in ESG related investments and marrying up client’s focuses on environmental, social and governance concerns with investment performance.
George began his career in financial services at Fidelity International working in their workplace pension department prior to joining RBC Brewin Dolphin. He is a member of the Chartered Institute of Securities and Investment, having completed the Investment Advice Diploma in July 2023 and he is currently working towards achieving his Chartered Wealth Manager Qualification from the CISI.