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Clare Williamson
Associate Portfolio Manager (Mcsi) at Rbc Brewin Dolphin
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Work Experience
Jul 2017 - Present · 7 years and 5 months
Associate Portfolio Manager (Mcsi)
Sep 2019 - Present · 5 years and 3 months
Investment Management Assistant
Jul 2017 - Sep 2019 · 2 years and 2 months
Gyp Team Member
Jan 2018 - Nov 2019 · 1 years and 10 months
Company Details
1001-5000 Employees
RBC Brewin Dolphin is one of the UK and Ireland’s leading wealth managers and traces its origins back to 1762. We are here to help you achieve your ambitions through expert, personalised financial planning and investment management advice. FOR INDIVIDUALS: Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. FINANCIAL ADVISERS Partner with RBC Brewin Dolphin and we will take the day-to-day strain of managing your clients' investments. We will focus on consistent performance. You can focus on building your client relationships and business. BUSINESS PARTNERSHIPS Specialist advice for solicitors and accountants, bespoke partnerships with corporates and membership organisations, and financial education that is designed to support the financial wellbeing of your employees. CHARITIES Helping charities to achieve their financial goals has been a core part of RBC Brewin Dolphin’s business for more than 65 years.
Year Founded
1762
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
12 Smithfield Street London, EC1A 9LA, GB
Keywords
Investment ManagementFinancial PlanningCharities & Trustsand Intermediary Services
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