Rupert Harvey
Investment Manager at Redmayne Bentley Llp
Based in Shrewsbury, United Kingdom
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Seniority
Manager
Department
Finance & Accounting
Location
Shrewsbury
Industry
Financial Services
Company size
355
Contact information
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r•••••••@redmayne.co.uk
Phone
5 credits+44 ••• •••• ••••
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Background
About Rupert Harvey
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.
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