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).