“Taking a holistic approach to a clients’ finances makes life much easier for them. I am their trusted advisor.”
- Locations
- London, St. James’s
Kamaldeep joined RBC Brewin Dolphin in 2021 and is a wealth director in our London, St. James’s office. He provides wealth management advice to ultra-high-net worth individuals, leading entrepreneurs and senior executives, as well as to their families.
He provides his clients with holistic financial planning and investment advice across both public and private markets assets. Depending on his clients’ needs, he draws upon the knowledge of internal and external experts who specialise in solutions for business succession, estate planning, inheritance tax planning, and investment management. As such, he ensures his clients’ have the right team around them to provide advice on every aspect of their wealth.
Kamaldeep’s career in financial services, which began in 2005, has included positions at Morgan Stanley, Credit Suisse and more recently at a boutique private equity firm where he was a director with coverage of global family office and institutional clients. He is a Chartered Member of the Chartered Institute for Securities & Investment.