Senior Portfolio Manager - Assistant Director
Current
Jan 2023 - Present
AeroLeads people directory · profile
Charlotte Thacker Email & Phone Number
Senior Portfolio Manager - Assistant Director
at
RBC Brewin Dolphin
1 work email found
@brewin.co.uk
2 phones found area 207
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Senior Portfolio Manager - Assistant Director
Location
London Area, United Kingdom
Company size
Who is Charlotte Thacker? Overview
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Quick answer
Charlotte Thacker is listed as Senior Portfolio Manager - Assistant Director at RBC Brewin Dolphin, a with 1829 employees, based in London Area, United Kingdom. AeroLeads shows a work email signal at brewin.co.uk, phone signal with area code 207, and a matched LinkedIn profile for Charlotte Thacker.
Charlotte Thacker previously worked as Senior Portfolio Manager at Brewin Dolphin and Portfolio Manager at Brewin Dolphin. Charlotte Thacker holds Bachelor'S Degree, Business Management, 2.1 (Upper Division) from Queen Mary, U. Of London.
Company email context
Email format at RBC Brewin Dolphin
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{first}.{last}@brewin.co.uk
89% confidence
AeroLeads found 1 current-domain work email signal for Charlotte Thacker. Compare company email patterns before reaching out.
Profile bio
About Charlotte Thacker
Charlotte Thacker is a Senior Portfolio Manager - Assistant Director at RBC Brewin Dolphin.
Current workplace
Charlotte Thacker's current company
Company context helps verify the profile and gives searchers a useful next step.
Rbc Brewin Dolphin
8 roles
Charlotte Thacker work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Portfolio Manager
Portfolio Manager
The Institutional team manages over $1bn of assets on behalf of captive insurers, reinsurers and supranational organisations.My role within the team is to regularly review client portfolios to ensure the asset allocation reflects the investment policy statement. The asset allocation consists of Equity and Fixed Income assets.Supporting the Head of Equity Research by making client portfolio recommendations, based on my internal research notes using bottom up analysis, across various global equity sectors including consumer staples, technology and healthcare. Liaising with the portfolio management team regarding companies under coverage in order to add value to client portfolios.Enhancing my understanding of companies under coverage by attending meetings with management and IR, listening to earnings calls and investor presentations. Monitoring portfolio performance to ensure that portfolios are meeting target returns in line with their risk appetite.Ensure income generating portfolios are appropriately invested to meet the portfolios income target level.
Dec 2013 - Dec 2019
Assistant Advisory Portfolio Manager
Feb 2011 - Nov 2013
Portfolio Management Techical Analyst
Nov 2009 - Jan 2011
Client Reporting Administrator
Sep 2007 - Nov 2009
Cash Postings Adminstrator
F&C Asset Management
Oct 2006 - Aug 2007
Team & coworkers
Colleagues at RBC Brewin Dolphin
Other employees you can reach at brewin.co.uk. View company contacts for 1829 employees →
HC
Hal Catherwood
Colleague at Rbc Brewin DolphinHolywood, Northern Ireland, United Kingdom
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MB
Mandy Burgeman
Colleague at Rbc Brewin DolphinGreater London, England, United Kingdom
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QB
Qasim Brwayi
Colleague at Rbc Brewin DolphinIraq
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ND
Nicola Davidson
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom
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KS
Kirsty Simpson Apfs
Colleague at Rbc Brewin DolphinWinchester, England, United Kingdom
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AP
Alexander Pecko
Colleague at Rbc Brewin DolphinPenrith, England, United Kingdom
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AC
Alan Cockburn
Colleague at Rbc Brewin DolphinAberdeen, Scotland, United Kingdom
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DL
Derek Lawrence
Colleague at Rbc Brewin DolphinGreater Edinburgh Area, United Kingdom
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AH
Alan Henderson
Colleague at Rbc Brewin DolphinKirkcaldy, Scotland, United Kingdom
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OS
Olivia Southern
Colleague at Rbc Brewin DolphinChester-Le-Street, England, United Kingdom
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Hal Catherwood
Colleague at Rbc Brewin DolphinHolywood, Northern Ireland, United Kingdom
View →
MB
Mandy Burgeman
Colleague at Rbc Brewin DolphinGreater London, England, United Kingdom
View →
QB
Qasim Brwayi
Colleague at Rbc Brewin DolphinIraq
View →
ND
Nicola Davidson
Colleague at Rbc Brewin DolphinLondon, England, United Kingdom
View →
KS
Kirsty Simpson Apfs
Colleague at Rbc Brewin DolphinWinchester, England, United Kingdom
View →
AP
Alexander Pecko
Colleague at Rbc Brewin DolphinPenrith, England, United Kingdom
View →
AC
Alan Cockburn
Colleague at Rbc Brewin DolphinAberdeen, Scotland, United Kingdom
View →
DL
Derek Lawrence
Colleague at Rbc Brewin DolphinGreater Edinburgh Area, United Kingdom
View →
AH
Alan Henderson
Colleague at Rbc Brewin DolphinKirkcaldy, Scotland, United Kingdom
View →
OS
Olivia Southern
Colleague at Rbc Brewin DolphinChester-Le-Street, England, United Kingdom
View →
1 education record
Charlotte Thacker education
FAQ
Frequently asked questions about Charlotte Thacker
Quick answers generated from the profile data available on this page.
What company does Charlotte Thacker work for?
Charlotte Thacker works for RBC Brewin Dolphin.
What is Charlotte Thacker's role at RBC Brewin Dolphin?
Charlotte Thacker is listed as Senior Portfolio Manager - Assistant Director at RBC Brewin Dolphin.
What is Charlotte Thacker's email address?
AeroLeads has found 1 work email signal at @brewin.co.uk for Charlotte Thacker at RBC Brewin Dolphin.
What is Charlotte Thacker's phone number?
AeroLeads has found 2 phone signal(s) with area code 207 for Charlotte Thacker at RBC Brewin Dolphin.
Where is Charlotte Thacker based?
Charlotte Thacker is based in London Area, United Kingdom while working with RBC Brewin Dolphin.
What companies has Charlotte Thacker worked for?
Charlotte Thacker has worked for Rbc Brewin Dolphin, Brewin Dolphin, London & Capital, Kleinwort Benson, and F&C Asset Management.
Who are Charlotte Thacker's colleagues at RBC Brewin Dolphin?
Charlotte Thacker's colleagues at RBC Brewin Dolphin include Hal Catherwood, Mandy Burgeman, Qasim Brwayi, Nicola Davidson, and Kirsty Simpson Apfs.
How can I contact Charlotte Thacker?
You can use AeroLeads to view verified contact signals for Charlotte Thacker at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.
What schools did Charlotte Thacker attend?
Charlotte Thacker holds Bachelor'S Degree, Business Management, 2.1 (Upper Division) from Queen Mary, U. Of London.
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