Rachel joined the Swansea office of RBC Brewin Dolphin in 2009, before moving to Cardiff in 2012. She is an Investment Manager on the Wealth Management team, managing multi-asset portfolios for private clients, mainly high-net-worth individuals, companies and trusts.
She has a lot of experience dealing with vulnerable, bereaved, widowed and elderly clients and helping them through troubled or confusing times. As such, she is proud of the close personal relationships she develops with clients.
Rachel began her financial services career at RBC Brewin Dolphin as an Investment Assistant before becoming a Trainee Investment Manager on the Agent team in 2012. She became an Investment Manager in 2014 and moved to the Private Client team in 2016. She has a Chartered Institute for Securities & Investment (CISI) Masters in Wealth Management and is a Chartered Fellow of the CISI.