Rachel Appleton-Metcalfe

Rachel joined Brooks Macdonald in 2019 and manages portfolios for private clients, charities, companies, trusts and pensions.

Prior to joining Brooks Macdonald, Rachel worked for Grandwood Ltd, a single family office. She has 16 years’ experience in the industry.

Rachel is a Chartered Institute for Securities & Investment (CISI) Chartered Wealth Manager and Chartered Member of the CISI. She also specialises in Responsible Investments and holds the CFA ESG Investing Certificate.