“The worst thing clients can do is panic and sell when markets fall. But when things are hard and uncertain, that is when we come into our own by helping them stay invested for the long-term and reaping the rewards. That’s certainly been useful in recent times!”
- Locations
- Dundee
Suzy has been with the RBC Brewin Dolphin Dundee office since 2006 and manages the investments of mainly private clients, charities, trusts and corporates. Joining straight from university, she is proud to have worked ‘from the bottom up’ to become Assistant Director in 2017.
She uses her wide range of experience to quickly deal with clients’ queries and is also the first point of contact in the Investment Management team for Financial Planning referrals. Suzy is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a Diploma in Investment Compliance.
Outside work, Suzy has ties with Future Asset, a charity that looks to encourage more women into the investment management industry. As part of this she has talked to girls at secondary schools and taken part in a mentoring programme.