“Investment markets are both a career and a passion of mine. Managing portfolios to help clients achieve their goals is extremely satisfying. There are a large range of viewpoints to consider in our day-to-day tasks which prompts lengthy discussions, debates and challenges to those long-held theories which only support the aim to achieve the best outcomes for our clients and their portfolios.”
- Locations
- Cardiff
Meirion joined the RBC Brewin Dolphin Cardiff office in 2006 and is head of the five-strong Portfolio Management Team. The team manages discretionary investment portfolios for private clients and intermediaries.
Meirion’s team primarily use RBC Brewin Dolphin research to construct and manage client portfolios to their set mandates and requirements and believes that flexibility and an in-depth understanding of the client circumstances are crucial to meet their needs.
He became Assistant Director in 2018 & holds the Level 7 Diploma in Wealth Management from the Chartered Institute for Securities & Investment (CISI). He is also a Chartered Fellow of the institute & recently held the position of President of the Welsh branch of the CISI for two years.