Peter A. Long
Plus aucun poste en cours
Profil
Mr. Peter A.
Long is a Divisional Director at Brewin Dolphin Ltd.
He has been at Brewin Dolphin since 1995, having worked for the previous nine years at Kleinwort Benson, again working solely within the Private Client and Charity division.
He has during that time gained experience of managing a variety of private client portfolios including SIPPs, Trusts and Charitable Funds.
Mr. Long is a Chartered Fellow of the Chartered Institute for Security and Investment.
Anciens postes connus de Peter A. Long
| Sociétés | Poste | Fin |
|---|---|---|
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. | Director of Investments | - |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 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 |
