“We want to help charities to make the most of their reserves in a way that’s consistent with their aims and values as an organisation.”
- Locations
- Newcastle
Anna is an Investment Manager in our Newcastle office, having joined in 2016. She is a member of the North East Charity and Institutional team, managing portfolios for charities and pension funds as well as some families. A big part of her role is keeping up to date with the current investment legislation and guidance for charities and trustees. She also presents on issues such as responsible investment.
In 2022 she was a finalist for the Professional Adviser Women in Financial Advice Awards, and in 2019 she was named one of Citywire’s ‘Top 30 Under 30’ investment managers in the UK. She is also a Chartered Fellow of the Chartered Institute for Securities & Investment and a CFA charterholder.
Prior to joining RBC Brewin Dolphin, Anna worked at Adam & Company from 2012, where she gained experience in equity and fund research. She currently sits on RBC Brewin Dolphin’s Vulnerable Clients Committee and is part of the Charity ESG (Environmental, Social and Governance) Network and Charity Research Forum.