“I enjoy finding solutions to some often-complex challenges for my clients.”
- Locations
- London, St. James’s
Jenny joined RBC Brewin Dolphin in 2021. She looks after global, multi-asset portfolios for high-net-worth individuals, families and trusts, both on and offshore.
Jenny works with clients who have complex investment needs, including those living overseas. These are clients who are seeking a more bespoke approach and closer relationship with their investment manager.
Jenny began her financial services career in 2014 at Smith & Williamson. She became an assistant director at RBC Brewin Dolphin in 2022. She is a chartered fellow of the Chartered Institute for Securities & Investment and holds the Chartered Wealth Manager Diploma. Jenny has the Certificate in Environmental, Social and Governance Investing and has been a Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) Charterholder since 2018. She is also a native Mandarin speaker.