“There is a huge human element to the role. It is not just numbers on a spreadsheet. It’s wonderful to see the end result of your work when clients are happy.”
- Locations
- Shrewsbury
James joined RBC Brewin Dolphin in 2015 and is a Portfolio Manager in the Shrewsbury office. He heads up the Portfolio Management team in the office and helps create bespoke multi-asset portfolios for private clients, trusts, charities and businesses. He makes trades for clients and runs the investment strategy for the office, bringing in the Group’s central research teams to add support. He also often joins Shrewsbury’s team of Investment Managers during client meetings to discuss investment decisions and direction.
James began his RBC Brewin Dolphin career as an Investment Management Assistant. After three years he spotted the need for a dedicated Portfolio Management team in the office and decided to take on the role. The team is now three people strong. He is a Member of the Chartered Institute for Securities & Investment, is a Chartered Wealth Manager and is also a qualified solicitor.