Julie Ann Smith
Portfolio Manager-Equities at Rathbones Investment Management Ltd.
Profile
Ms. Julie A.
Smith is an Investment Manager at Rathbones Investment Management Ltd.
She is managing investment portfolios on behalf of private clients, trusts, charities and pensions.
She joined Rathbones in July 2015 following nearly 9 years with Brewin Dolphin and 5 and a half years with Aberdeen Asset Managers in Investment Manager roles.
She is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007.
Her qualifications also include the Investment Management Certificate, Financial Planning Certificates 1, 2 and 3, and a Degree in Commerce.
Julie Ann Smith active positions
Companies | Position | Start |
---|---|---|
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain. | Portfolio Manager-Equities | 20/07/2015 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance Rathbone Investment Management Ltd. (RIM) is the wholly-owned investment management subsidiary of Rathbone Brothers Plc (LON: RAT) in Great Britain. The firm is headquartered in Liverpool and was founded in 1979. RIM manages portfolios for US resident individuals, trusts, charities and pensions. They also provide individual investment and wealth management services for private clients, charities, trustees and professional partners, primarily in Great Britain. | Finance |
- Stock Market
- Insiders
- Julie Ann Smith