David Cadwallader Email and Phone Number
I am an investment professional at RBC Brewin Dolphin in Leeds, an MBA graduate from Cranfield School of Management, a Chartered Manager, and a Chartered Fellow of the CMI. I work closely with a number of leading independent financial advisers and their clients. Outstanding client service is at the heart of our proposition and I have a track record of building and maintaining effective and longstanding client relationships.Founded in 1762, RBC Brewin Dolphin has grown to become one of the UK's leading wealth managers by continually meeting the high expectations of our clients. We provide highly personalised investment advice supporting a broad range of clients. Visit www.brewin.co.uk to find out more or follow us on Twitter @brewindolphin
Rbc Brewin Dolphin
View- Website:
- brewin.co.uk
- Employees:
- 1829
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Divisional DirectorRbc Brewin Dolphin Jan 2022 - PresentLeeds, England, United KingdomHead of Leeds Adviser Partnership Team.Responsible for maintaining client relationships and growing Funds under Management through clients sourced from external financial advisers. Tasked with generating new leads and maintaining existing relationships with financial advisers and their clients.Personally responsible for significant Funds under Management (FUM).Strong five-year revenue growth.Lead a team of eight client advisers and support staff. Also, wider office and group mentoring.Member of Leeds Management Committee, responsible for compliant operation, leadership, growth and development of branch. Oversight of portfolio management function.Represent branch on group-wide Intermediary Leadership Forum. Tasked with developing intermediary proposition at National level, increasing collaboration across branches both regionally and nationally. -
Assistant DirectorBrewin Dolphin Feb 2016 - Jan 2022Leeds, United KingdomResponsible for the investment management of a growing client base sourced from external financial advisers.Member of Intermediary Management Committee (May 2021 to January 2022), reporting to group MD of Wealth and Investment.Member of PEP & High-Risk Client Forum (June 2020 to April 2024), reporting to group MD of Wealth and Investment. Responsible for approving high-risk client relationships held by RBC Brewin Dolphin. Member of Leeds Investment Management Committee, reviewing recommendations made by Group Research and determining how these are implemented at branch level. -
Investment ManagerBrewin Dolphin Jan 2011 - Feb 2016Leeds, United Kingdom -
Assistant Investment ManagerBrewin Dolphin Feb 2009 - Jan 2011Leeds, United Kingdom -
Trainee Investment ManagerBrewin Dolphin Jul 2007 - Feb 2009Leeds, United Kingdom
David Cadwallader Education Details
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Distinction -
Executive Mba -
Economics -
Statement Of Professional Standing -
Cisi DiplomaLevel 6 Private Client Investment Advice & Management, Fund Management, Regulation & Compliance -
Cisi Diploma In Investment Compliance -
Cisi Level 3 Certificate In Investments
Frequently Asked Questions about David Cadwallader
What company does David Cadwallader work for?
David Cadwallader works for Rbc Brewin Dolphin
What is David Cadwallader's role at the current company?
David Cadwallader's current role is Chartered Wealth Manager | MBA | CMgr FCMI.
What schools did David Cadwallader attend?
David Cadwallader attended Chartered Management Institute, Cranfield University, University Of Leeds, Chartered Institute For Securities And Investment, Statement Of Professional Standing, Cisi Diploma, Cisi Diploma In Investment Compliance, Cisi Level 3 Certificate In Investments.
Who are David Cadwallader's colleagues?
David Cadwallader's colleagues are Scott Gardner, Glenda Martin-Gifford, Paula Morrison, Gemma Beavan, Stephanie Parkes, Dave Terris, Nigel Steers.
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David Cadwallader
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