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Rae Brooks Investment Management
Partner

Rae Brooks

Investment management

Areas of expertise

Portfolio manager.

Experience

Rae joined Smith & Williamson in 2012 and has more than 30 years’ experience as a portfolio. He specialises in managing balanced portfolios with a bias to sterling assets. He manages portfolios for individuals, personal pensions, trusts and charities.

Before joining Smith & Williamson Rae worked at Credit Agricole Asset Management, where he was head of UK equities for their London office and was instrumental in developing their wealth management business.

Professional qualifications/memberships

Fellow of the Chartered Institute For Securities & Investment (CISI).

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