Julie Smith

Julie is an investment manager, managing investment portfolios on behalf of private clients, trusts, charities and pensions.  She is a Chartered Fellow of the Chartered Securities and Investment Institute, completing her Diploma in December 2007.

Julie joined Rathbones in July 2015 following nearly nine years with Brewin Dolphin and five and a half years with Aberdeen Asset Managers in trainee and investment manager roles.

As well as Julie’s CISI Diploma, her qualifications also include the Investment Management Certificate, Financial Planning Certificates 1, 2 and 3, and a Degree in Commerce.