Luke Rundle Email & Phone Number
@brewin.co.uk
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Who is Luke Rundle? Overview
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Luke Rundle is listed as Associate Director at RBC Brewin Dolphin, a with 2004 employees, based in Leeds, England, United Kingdom. AeroLeads shows a work email signal at brewin.co.uk and a matched LinkedIn profile for Luke Rundle.
Luke Rundle previously worked as Assistant Director at Brewin Dolphin and Investment Manager at Brewin Dolphin.
Email format at RBC Brewin Dolphin
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AeroLeads found 1 current-domain work email signal for Luke Rundle. Compare company email patterns before reaching out.
About Luke Rundle
I offer my clients a service which provides them the freedom to get on with their personal and professional lives without having to worry about their own finances. I invest portfolios using carefully chosen mandates for a wide variety of individuals and charities.Brewin Dolphin is one of the largest independently owned investment managers in the UK, with approximately £30bn of funds under management. The Leeds office opened in 1998 and manages approximately £1.6 billion of assets on behalf of private clients, charities and trusts, pension funds and small institutions. Specialities: Equity Advice, Investment Management, Business Development, Communication,
Listed skills include Investment Management, Business Development, Equities, Settlement, and 13 others.
Luke Rundle's current company
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Luke Rundle work experience
A career timeline built from the work history available for this profile.
Assistant Director
Current
Investment Manager
CurrentMy role is to create and manage bespoke investment portfolios for private clients and charities, using individual and collective investments across the equity and fixed interest worlds. I seek to successfully combine the two critical aspects of the job: prudent money management and close client relationships.I am a Chartered Wealth Manager and have been working in the Leeds investment sector since 2006.
Director
Liaison with settlement partner, including development and testing of client management and dealing systems. Systems compliance, including DRM. Oversight of payments. Networking with local business leaders to raise profile of firm. Day to day operation of firm. Communication with FSA .
Private Client Stockbroker
Providing advice and dealing services mostly to high net worth individuals, focussing on UK equities and especially smaller high growth companies. Meeting huge variety of companies face to face. Company research. Primary and secondary bond issues. Placement of new equity issues. All written communication with clients.
Founding Director
Successful application to and negotiation with FSA for permission to operate Park Square Stockbrokers. Finding an appropriate settlement partner to allow operation as a Model B firm. Contract and service agreement negotiation with large City firms. Management of integration of settlement partner and Park Square. Application to London Stock Exchange and successful negotiation of membership and fees.
Stockbrokers Assistant
Development and organisation of a Probate and Wills Service. Management of transfer of client accounts. Client retention. Sales for Fyshe Global, a multi-asset trading platform. Copy writing and research for company newsletter and website.
Colleagues at RBC Brewin Dolphin
Other employees you can reach at brewin.co.uk. View company contacts for 2004 employees →
Ilayda Herrod
Colleague at Rbc Brewin DolphinLondon Area, United Kingdom
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Anna Chatburn
Colleague at Rbc Brewin DolphinUnited Kingdom
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DM
Dave M.
Colleague at Rbc Brewin DolphinManchester Area, United Kingdom
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PM
Paula Morrison
Colleague at Rbc Brewin DolphinEdinburgh, Scotland, United Kingdom
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Amber Munday
Colleague at Rbc Brewin DolphinNailsea, England, United Kingdom
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VH
Vikki Hogg
Colleague at Rbc Brewin DolphinUnited Kingdom
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MI
Mark Inskip
Colleague at Rbc Brewin DolphinManchester Area, United Kingdom
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Graham Brabbs
Colleague at Rbc Brewin DolphinNewcastle Upon Tyne, England, United Kingdom
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AA
Andrew Asquith-Vallance
Colleague at Rbc Brewin DolphinPenrith, England, United Kingdom
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PD
Peter Dunn
Colleague at Rbc Brewin DolphinLondon Area, United Kingdom
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Frequently asked questions about Luke Rundle
Quick answers generated from the profile data available on this page.
What company does Luke Rundle work for?
Luke Rundle works for RBC Brewin Dolphin.
What is Luke Rundle's role at RBC Brewin Dolphin?
Luke Rundle is listed as Associate Director at RBC Brewin Dolphin.
What is Luke Rundle's email address?
AeroLeads has found 1 work email signal at @brewin.co.uk for Luke Rundle at RBC Brewin Dolphin.
Where is Luke Rundle based?
Luke Rundle is based in Leeds, England, United Kingdom while working with RBC Brewin Dolphin.
What companies has Luke Rundle worked for?
Luke Rundle has worked for Rbc Brewin Dolphin, Brewin Dolphin, Park Square Stockbrokers Ltd., and Fyshe Horton Finney Ltd.
Who are Luke Rundle's colleagues at RBC Brewin Dolphin?
Luke Rundle's colleagues at RBC Brewin Dolphin include Ilayda Herrod, Anna Chatburn, Dave M., Paula Morrison, and Amber Munday.
How can I contact Luke Rundle?
You can use AeroLeads to view verified contact signals for Luke Rundle at RBC Brewin Dolphin, including work email, phone, and LinkedIn data when available.
What skills is Luke Rundle known for?
Luke Rundle is listed with skills including Investment Management, Business Development, Equities, Settlement, Investments, Wealth Management, Portfolio Management, and Back Office.
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