“I am fascinated by markets and enjoy constructing portfolios for my clients. But it is the relationships that you build with them and their families which is the most enjoyable part of this role, especially when that spans multiple generations of the same family.”
- Locations
- Oxford
Matthew joined the RBC Brewin Dolphin Oxford office in 2013 and is an Investment Manager. He works closely with a range of clients ranging from private individuals and families to SIPPs, trusts and corporates. His main role is to structure and monitor client portfolios but also offer holistic advice on their wealth strategy.
His primary interest is helping to guide clients to better understand the intricacies of their various investment options. Another is working alongside professional services firms with a particular focus on Family Law and the financial implications of divorce.
Matthew began his financial services career in 2013 as a Trainee Investment Manager at RBC Brewin Dolphin, before moving to Associate Investment Manager in 2016. He became an Investment Manager in 2019 and Assistant Director in 2022. He is a Chartered Wealth Manager and a Fellow of the CISI.