“Over the years you become a trusted part of a client’s network. You are a sounding board for their financial goals and aims. It is a real privilege to be a custodian of someone’s wealth.”
- Locations
- London, City
Sarah is an Investment Manager and Divisional Director in our London office, where she has worked since 2015. She manages the investments of private clients, families, charities, corporates, pensions and investment portfolios on behalf of independent financial advisors and their clients. In addition, she plays a key role in setting our investment direction as a member of our Asset Allocation Committee.
Sarah is particularly proud of the trusted professional relationships she develops with families across multiple generations. She also has experience of giving talks on financial education at events such as the Independent Schools Show.
Sarah first joined RBC Brewin Dolphin in 2000, moving with a team from Williams de Broe. She then left to join Kleinwort Benson where she was responsible for managing private client, trust, bespoke unit trust and charity portfolios both on and offshore. She re-joined RBC Brewin Dolphin as a Divisional Director in 2015. Sarah is a Chartered Wealth Manager and a Fellow of the Chartered Institute for Securities & Investment.