Rupert Harvey Email & Phone Number

I am an Investment Manager with Redmayne Bentley and my role is to manage investment portfolios for clients on a discretionary and advisory basis as well as transacting orders on an execution-only basis. I do this by getting to know my clients so that I can the understand what their investment objectives are, and when they want to achieve them. This involves managing their portfolios through the use of a general investment account and specialist wrappers such as ISAs, trusts, offshore bonds and pension funds. I often work alongside other advisers including the clients’ own solicitors and accountants and financial adviser by managing their investments within their portfolio.

Listed skills include Investments, Wealth Management, Business Strategy, Asset Management, and 15 others.