“I enjoy meeting with clients and answering their latest queries surrounding the stock market and other investments. It is particularly rewarding when we can help alleviate any concerns.”
Thomas is responsible for the management of investment portfolios for a wide range of clients – from private individuals and trusts to charities and intermediaries. He creates bespoke investment strategies to best fit client objectives and specialises in the construction of multi-asset investment solutions as well as portfolios with direct equity exposure.
Thomas began his financial services career at RBC Brewin Dolphin in 2015, and became a Portfolio Manager in 2021. He holds the Chartered Financial Analyst designation and has a Chartered Institute for Securities & Investment Diploma in Wealth Management. Prior to joining Brewin Dolphin Thomas attended the University of Exeter, where he gained a degree in Biological and Medicinal Chemistry.