- London, City
Tom joined the RBC Brewin Dolphin London office in 2015 and is an Investment Manager. He creates and manages bespoke portfolios for private clients within General Investment Accounts, ISAs, Pensions and Trusts.
He has a keen focus on managing intergenerational family wealth and developing strong personal relationships with his clients. He has expertise in dealing with clients working for professional services firms that have clear rules about what they can and cannot invest in. Tom also has expertise in assisting clients going through divorce and needing help with their investments.
Tom, who has a degree in Russian and Economics from the University of Edinburgh, began his financial services career in 2012 with Valu-Trac Investment Management where he was an Investment Director. Before that, he returned to Edinburgh to complete an MSc in Finance & Investment. He has the Chartered Institute for Securities & Investment’s (CISI’s) Level 6 Diploma and is a Chartered Fellow of the CISI.