“I have a real passion for the charity sector. We spend a lot of time listening to clients and putting together tailored investment solutions for them. The better returns we generate, the more they have to use to further their charitable purposes.”
- Locations
- Edinburgh
Lynne is Head of Charity & Institutional Clients at RBC Brewin, leading the eight specialist Charity Investment Management teams up and down the country. In her role, she is responsible for strategic planning, the investment offering and the development of the client base and team.
She is keen to ensure that all RBC Brewin Dolphin charity clients receive the same level of tailored investment advice and service and has a particular interest and expertise in Responsible investment, ESG and Trustee training on investment matters.
Lynne began her financial services career with Newton Investment Management in 1997, before joining RBC Brewin Dolphin in 2010 to develop the charity offering and grow the specialist Charities team and client base, initially in Scotland. She is proud of how the service has grown nationally over the years. She is a member of both the RBC Brewin Dolphin ESG Delivery group and the Women at RBC Brewin network, as well as being a Chartered member of CISI, an Associate of the Society of Investment Professionals and a member of CFA.