“My role is first and foremost as an investment manager, but it is also about being someone else for some of my clients to talk to. You can be a lifeline to them.”
- Locations
- London, City
John is an Investment Manager and Divisional Director in our London office. He constructs and manages portfolios for a range of private clients, companies, trusts and charities. These are mainly on a discretionary basis, but he also has some execution-only clients.
As part of his investment process he utilises tax-efficient vehicles such as SIPPs and ISAs where possible. John has a keen focus on managing intergenerational family wealth and developing strong personal relationships with his clients. He has also had a deep passion for stocks and shares since winning a school finance competition when he was 13 years old.
John joined RBC Brewin Dolphin in 2003 after six years as an Audit Manager at accountancy firm RSM UK. He is a Chartered Certified Accountant and a Fellow of the Chartered Institute for Securities & Investment.