Profil
Currently, Charles Edward Ferry is Managing Director of Wealth Management at Brewin Dolphin Ltd.
He has over 20 years of experience in the financial services sector, specialising in investment management after having trained in corporate finance.
He joined RBC Brewin Dolphin in 2008, leading an investment team for six years before becoming Regional Director for London and South East in January 2015.
In 2016 he became Co-Head of Private Clients for the group before becoming Managing Director of Private Clients in 2017.
In 2020, he was appointed Managing Director of Wealth and Investment, becoming Managing Director of Wealth Management in 2022.
In his role, he is responsible for Wealth Management services across RBC Brewin Dolphin, which includes all offices within the group, the intermediaries business and the marketing and research departments.
Mr. Ferry previous experience includes heading up the London and South East Region for Gerrard following its acquisition by Barclays Wealth, having started his career in corporate finance.
He is a Chartered Fellow of the Securities Institute and a graduate of the Advanced Management Program at Harvard Business School.
Postes actifs de Charlie Ferry
| Sociétés | Poste | Début |
|---|---|---|
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-Equities | 01/04/2008 |
Anciens postes connus de Charlie Ferry
| Sociétés | Poste | Fin |
|---|---|---|
| BREWIN DOLPHIN | Director/Board Member | 27/09/2022 |
Expériences
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Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Brewin Dolphin Holdings Ltd.
 Brewin Dolphin Holdings Ltd. Investment ManagersFinance Brewin Dolphin Holdings Ltd. engages in the provision of financial planning and investment management services. The company was founded in 1762 and is headquartered in London, the United Kingdom. | Finance |
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 |
