Areas of expertise:
Private clients - including the management of ISA, SIPP and Trust portfolios.
Rory joined the Smith & Williamson graduate programme in 2014 and manages a wide range of discretionary portfolios for private clients. Alongside his role in managing portfolios, Rory is the firm’s lead analyst for the Mining Sector and Specialist Resources Funds.
- Chartered Wealth Manager Qualification (2015)
- University of Edinburgh, MA in Geography (2014)