“I really enjoy building long term personal relationships with clients and creating and managing an investment strategy which delivers their long term goals. I also love talking to our clients about the technicalities of investing and trying to make the complicated simple!”
- Locations
- Winchester
Adam joined RBC Brewin Dolphin in 2006 and became Head of Office in July 2021. As a Senior Investment Manager, he specialises in managing bespoke discretionary portfolios, including direct equities and collectives, for private clients and independent financial advisors. He is particularly proud of working his way up the ranks of RBC Brewin Dolphin to become Head of Office and of the level of personal service and investment performance he and his team offer clients.
Adam began his financial services career with a small investment management firm after attaining his degree in Financial Services and moved to RBC Brewin Dolphin in 2006. Adam is a Chartered Fellow of the Chartered Institute for Securities & Investments (CISI) and was a past President of the CISI South Coast Committee for two years.
Adam also sits on RBC Brewin Dolphin’s Stewardship Committee, which helps to ensure that his clients assets and interests are protected and responsibly allocated, as well as being proactive where possible to influence positive change.