“It’s great to able to provide solutions to help charities meet their needs and objectives.”
- Locations
- Cardiff
Martin joined RBC Brewin Dolphin in 2014 and is a Portfolio Manager in the Charities team in the Cardiff office. He helps construct investment portfolios for mainly Welsh charities.
His main role is rebalancing and trading on portfolios and sitting on the National Charity team investment forum. This determines the national portfolio modelling strategy, which he then adapts to fit the bespoke needs of local charity clients.
Martin began his financial services career at RBC Brewin Dolphin after graduating with a first-class degree in accounting and finance from University of South Wales. He started a three-month work placement on the Charities team before moving to the Private Client team and then returning to Charities in 2018. He is a Chartered Fellow of the Chartered Institute for Securities & Investment.