“I work closely with our Financial Planning team to offer wider wealth management for clients who need advice on pensions, retirement and estate planning. My focus has been and remains on the client relationship and providing a bespoke service.”
- Locations
- London, City
Marc joined the RBC Brewin Dolphin London office in 2012 and is an Investment Manager. He provides discretionary investment advice in many instances for several generations of the same family.
He works with clients to structure investments to meet their longer-term financial objectives, using ISAs and pension wrappers for tax efficiency where appropriate. He has built up a wealth of knowledge and experience in UK, US and European equities, emerging markets, fixed income, commercial property, commodities and alternatives.
Marc began his financial services career as a Client Account Executive at BNY Mellon Pershing in 1997, before becoming a Private Client Manager at Killik & Co in 1998. He was a Director at UBS before joining RBC Brewin Dolphin. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and an accredited member of RBC Brewin Dolphin’s Family Law team.