Profil
Mr. Terry R.
Leach is Divisional Director at Brewin Dolphin Ltd.
He started his investment career after university working for a bank’s trust division.
In 1987 he joined Laing and Cruickshank in Taunton before moving to the new Natwest Stockbrokers office in 1991.
He became Head of Office in 1995.
Following the takeover of Natwest bank in 2000 he joined Brewin Dolphin as Divisional Director opening the new Taunton office, where he headed the office.
Mr Leach is a Fellow of the Chartered Institute for Securities and Investment, and manages a diverse range of portfolios for private clients, trusts and charities.
Anciens postes connus de Terry R. Leach
| 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. | Gestionnaire de Portefeuille-Actions | 01/08/2013 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
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 |
