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 RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Portfolio Manager-Equities | 2015-07-19 |
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Private companies
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1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Finance |
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