Profil
Mr. James P.
Wilcox-Jones is a Portfolio Manager at Brewin Dolphin Ltd.
He heads up the Portfolio Management team in the office and helps create bespoke multi-asset portfolios for private clients, trusts, charities and businesses.
He makes trades for clients and runs the investment strategy for the office, bringing in the Group’s central research teams to add support.
He also often joins Shrewsbury’s team of Investment Managers during client meetings to discuss investment decisions and direction.
He began his RBC Brewin Dolphin career as an Investment Management Assistant.
After three years he spotted the need for a dedicated Portfolio Management team in the office and decided to take on the role.
He is a Member of the Chartered Institute for Securities & Investment, is a Chartered Wealth Manager and is also a qualified solicitor.
Aktive Positionen von James Peter Wilcox-Jones
| Unternehmen | Position | Beginn |
|---|---|---|
Brewin Dolphin Ltd.
 Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Portfolio Manager-Aktien | 01.02.2015 |
Erfahrungen
Besetzte Positionen
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Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
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Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance Brewin Dolphin Ltd. (dba RBC Brewin Dolphin) is a wealth management firm headquartered in London, UK. The firm was founded in 1987 as Hill Osborne & Co. and was acquired by Brewin Dolphin Securities Ltd. in 2000. In 2008, they changed their name to Brewin Dolphin Ltd. In 2022, the firm was acquired by Brewin Dolphin Holdings Ltd., a subsidiary of Royal Bank of Canada (TSE: RY), and added RBC Brewin Dolphin as their trading name. RBC Brewin Dolphin offers personalized wealth management services from bespoke, discretionary investment management to retirement planning and tax-efficient investing. They serve affluent, high net worth and ultra-high net worth clients. | Finance |
