“It is a nice feeling, being able to help people to achieve their financial goals.”
- Locations
- Lincoln
Oliver is a Portfolio Manager in our Lincoln office. He works behind the scenes alongside an investment manager, managing portfolios and ensuring that the investments are in line with the clients’ risk mandates. These clients include private individuals, companies and the clients of independent financial advisers.
Since joining RBC Brewin Dolphin Oliver has increased his skills in charting and market analysis by completing his Society of Technical Analysts Diploma, winning the Bronwyn Wood Prize for getting the highest grade in the level 2 paper.
Initially joining us on an internship as an Investment Management Assistant in 2017, Oliver was promoted to Portfolio Manager in 2019. He is currently heading up the creation of a Portfolio Management team within the office. He is a Chartered Wealth Manager and a Member of both the Chartered Institute for Securities & Investment and the Society of Technical Analysts.