“I enjoy meeting with trustees and seeing how the funds we help them to protect and grow gets spent. There is such a wide range of good causes that they support.”
- Locations
- London, City
Julian is an Investment Manager in our London office. He constructs and manages portfolios for a wide range of charities.
He works with a wide range of charities from those focusing on religious causes to educational foundations and museums. He prides himself on understanding not only the charities’ investment objectives, but also their ethical requirements.
Having joined RBC Brewin Dolphin straight from university in 2001, Julian began his career in financial services specialising in portfolio performance measurement, before joining our research team to develop his skills as a strategist. He joined the Charities Team and became an Investment Manager six years ago. Julian is a Member of the Chartered Institute for Securities & Investment and is a Chartered Financial Analyst charterholder.