Greg assists investment manager colleagues by constructing and managing multi-asset portfolios for their clients, including private individuals, charities and the clients of independent financial advisers.
He leads the Manchester office’s Portfolio Management team, having helped to set this up from scratch in 2006. Greg has since helped other RBC Brewin Dolphin offices to establish similar teams. He also sits on the office’s Management Committee and the group-wide Asset Allocation Committee and Managed Portfolio Service Investment Committee.
Greg started his career as a trainee stockbroker at PH Pope & Son in 1999, which was acquired by RBC Brewin Dolphin in 2002. He became an Investment Manager in 2005 before progressing to his current role. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.