My focus is on Discretionary Investment Management for Private Clients and Intermediaries; constructing and managing bespoke investment portfolios in accordance with each client's specific aims, objectives and appetite for risk. Portfolio types include pensions, charitable portfolios, ISAs & trusts. My team provides personalised wealth management for families, pensions, companies, trusts and charities. We manage in excess of £1 billion, working in partnership with Financial Planners and IFAs regarding: Private pensions Trust and estate planning Tax Protection

William Keogh
Investment Manager
RBC Brewin Dolphin
United Kingdom, England, London
About Me
Profile Information
Investment Manager
RBC Brewin Dolphin
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
London
England
United Kingdom
May 26, 2025
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