“A significant part my job is to understand how the different components of a portfolio will work together and how elements like risk and diversification interplay to generate better investment outcomes for our clients.”
- Locations
- Newcastle
Lucinda joined RBC Brewin Dolphin in 2006 and is Senior Portfolio Manager in the Newcastle office. She heads up a progressive and talented group of portfolio managers responsible for constructing and managing multi-asset portfolios for a diverse range of clients. These include high-net-worth individuals, families, trusts, pensions and charities.
She and her team work closely with RBC Brewin Dolphin’s research department to ensure they skilfully build tailor-made portfolios to help clients grow and protect their wealth. As an expert on portfolio construction, she has in-depth knowledge of how to blend complementary asset classes together to help reduce costs and deliver performance over the long term.
Lucinda is an active member of the Group’s Managed Portfolio Service Committee, helping sculpt investment strategies for intermediary clients. She is also a Fellow of the Chartered Institute for Securities & Investment.