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David Cadwallader is listed as Chartered Wealth Manager | MBA | CMgr FCMI at RBC Brewin Dolphin, a company with 1829 employees, based in Leeds, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for David Cadwallader.
David Cadwallader previously worked as Divisional Director at Rbc Brewin Dolphin and Assistant Director at Brewin Dolphin. David Cadwallader holds L7 Senior Leader Masters Degree, Distinction from Chartered Management Institute.
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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
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Leeds, England, United Kingdom
Head 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.
Leeds, United Kingdom
Responsible 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.
Other employees you can reach at brewin.co.uk. View company contacts for 1829 employees →
Lynne Lamont
Colleague at Rbc Brewin DolphinGreater Edinburgh Area, United Kingdom
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TJ
Thomas Jones, Cfa
Colleague at Rbc Brewin DolphinUnited Kingdom, United Kingdom
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Stuart Henderson
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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GM
Gordon Mckerrow
Colleague at Rbc Brewin DolphinPenrith, England, United Kingdom, United Kingdom
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Laura Fletcher
Colleague at Rbc Brewin DolphinGreater Edinburgh Area, United Kingdom
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Catriona Mcauley
Colleague at Rbc Brewin DolphinGreater Edinburgh Area, United Kingdom
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Steven Fox
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom, United Kingdom
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Tom Payne
Colleague at Rbc Brewin DolphinGreater Leeds Area, United Kingdom
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Paul Newlands
Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom, United Kingdom
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Paul Speed
Colleague at Rbc Brewin DolphinUnited Kingdom, United Kingdom
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Chartered Wealth Manager, Level 7. Obtained and held since 11 May 2012 Chartered Fellow of the CISI. Obtained and held since 23 April 2012
obtained and held since 1 June 2012
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David Cadwallader works for RBC Brewin Dolphin.
David Cadwallader is listed as Chartered Wealth Manager | MBA | CMgr FCMI at RBC Brewin Dolphin.
David Cadwallader is based in Leeds, England, United Kingdom while working with RBC Brewin Dolphin.
David Cadwallader has worked for Rbc Brewin Dolphin and Brewin Dolphin.
David Cadwallader's colleagues at RBC Brewin Dolphin include Lynne Lamont, Thomas Jones, Cfa, Stuart Henderson, Gordon Mckerrow, and Laura Fletcher.
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David Cadwallader holds L7 Senior Leader Masters Degree, Distinction from Chartered Management Institute.
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