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Profil
Mr. Richard S.
Umpleby, CFA, is an Associate Director & Wealth Manager at RBC Europe Ltd. He specialises in building and managing portfolios for individuals and families, trusts, and corporate entities.
Within the office he sits on the Investment Committee, which is responsible for debating the merits of investment decisions.
Prior to joining the firm, Mr. Umpleby was qualified and worked as a private client Stockbroker in the City of London, where he also trained as a sell-side Equity Analyst, advising an institutional client base.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment and a CFA charterholder.
Postes actifs de Richard Stewart Umpleby
| Sociétés | Poste | Début |
|---|---|---|
RBC Europe Ltd.
 RBC Europe Ltd. Investment ManagersFinance RBC Europe works with each client on wealth-building strategies that focus on what's important to them, their needs and plans for their family. The firm utilizes a customized wealth protection plan to help manage the risks that concern investors the most. | Membre du Comité d'Investissement | 01/11/2024 |
Anciens postes connus de Richard Stewart Umpleby
| Sociétés | Poste | Fin |
|---|---|---|
Brewin Dolphin Ltd.
 Brewin Dolphin Ltd. Investment ManagersFinance RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms. | Membre du Comité d'Investissement | 01/11/2024 |
Charles Stanley & Co. Ltd.
 Charles Stanley & Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 01/07/2011 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
74
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
RBC Europe Ltd.
RBC Europe Ltd. Investment ManagersFinance RBC Europe works with each client on wealth-building strategies that focus on what's important to them, their needs and plans for their family. The firm utilizes a customized wealth protection plan to help manage the risks that concern investors the most. | Finance |
Charles Stanley & Co. Ltd.
Charles Stanley & Co. Ltd. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Brewin Dolphin Ltd.
Brewin Dolphin Ltd. Investment ManagersFinance RBC Brewin Dolphin uses a research-driven investment approach tailored to the individual risk and restrictions profile of their clients. Their research is generated in-house, and they draw on expertise within the group's internal and external networks. The firm manages discretionary portfolios which seek to maximize shareholder wealth by investing in companies with strong growth potential. They seek capital appreciation from small companies and may invest in unlisted private firms. | Finance |
