“Building the trust and the confidence of clients is something that is really important to me.”
- Locations
- Edinburgh
Lindsay is a Divisional Director and Investment Manager in our Edinburgh office. She manages investments predominantly for trusts and private individuals, including multigenerational families.
For her, the key is building strong relationships based on trust with her clients. This is incredibly important as not only does she oversee her clients’ investments, but she is also their main point of contact. Every client has different needs, and she works hard to understand what these are so that portfolios can be tailored accordingly.
Lindsay joined Bell Lawrie White (later acquired by RBC Brewin Dolphin) in 1991, working initially in its compliance department. She then moved to the private client side of the business, starting as an Investment Management Assistant and progressing to Divisional Director in 2012. She is a Chartered Fellow of the Chartered Institute for Securities & Investment.