Wolfie joined RBC Brewin Dolphin in 2021 and is currently an Associate Investment Manager in the Birmingham office. As an integral member of the Midlands Charities team, he is involved with the discretionary management of investment portfolios on a bespoke basis.
He attends investment suitability meetings to fully understand the clients’ unique circumstances and objectives. This could, for example, determine whether a portfolio is focussed on generating an income to fund charitable activities or, instead, looking to grow their existing financial reserves for future beneficiaries. Wolfie also ensures that, if desired, charities can reflect their ethical views in their investments.
Wolfie is particularly passionate about charities. In addition to investment management, he is the Corporate Responsibility Ambassador for the Birmingham office, helping organise volunteering days for staff, fundraising, pay roll giving and various other activities. He is also a member of the Chartered Institute of Securities & Investment and has completed his Chartered Wealth Management (Level 7) qualification.