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Simon Dewar

Regional Director - Head Of Edinburgh Office at Rathbone Brothers

Simon Dewar has a solid work experience in the financial industry. Simon started their career as an Assistant Investment Manager at Albert E Sharp in September 2000 and worked there until September 2003. Simon then joined Brewin Dolphin as an Investment Manager in September 2003 and left the company in October 2006. Since October 2006, they have been working at Rathbones Group Plc, initially as an Investment Director and currently as the Regional Director, Head of the Edinburgh office. As an Investment Director, they led a team of 5 investment managers and managed approximately over £500m of client money. Simon specialized in providing bespoke discretionary investment portfolios for individuals, trusts, and charities, with a particular focus on SIPP's. Simon was also the Chair of the Rathbones SIPP Committee and a former member of the Rathbones Global Equity Fund committee.

Simon Dewar completed their Bachelor's Degree in BA (Hons) Business Studies from the University of the West of England, from 1995 to 1999. Prior to that, they attended Glenalmond College in Perthshire, from 1989 to 1994, although no details regarding a degree or field of study were provided.

Simon Dewar also obtained additional certifications, including a Chartered Wealth Manager from the Chartered Institute for Securities & Investment (CISI) in 2003. Simon is also listed as a Chartered Fellow of the Securities Institute (FCSI), also obtained from the Chartered Institute for Securities & Investment (CISI), although the specific year of achievement was not provided.

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Timeline

  • Regional Director - Head Of Edinburgh Office

    April, 2018 - present

  • Investment Director

    October, 2006

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