RBC EUROPE LIMITED - Key Persons
Job Titles:
- Vice President
- in 2006 As a Regional Equity Analyst
Alan Robinson joined RBC Wealth Management in 2006 as a regional equity analyst based in Seattle. He now co-manages the firm's guided portfolio of international stocks that trade on U.S. exchanges.
He serves on RBC Wealth Management's Global Portfolio Advisory Committee (GPAC), which provides strategic analysis of financial markets and guidance on asset allocation and portfolio construction. As a committee member, Alan is responsible for currency strategy and market commentary. He also serves the firm's tactical portfolio and global stock portfolio committees. He speaks widely on a range of economic issues, and domestic and international stock market strategies.
With more than three decades of experience in financial markets, Alan has worked in London and Hong Kong, where he traded currency and credit derivatives. He's also worked in Microsoft's treasury department. Prior to joining RBC, Alan was the director of research for Seattle-based investment bank Delafield Hambrecht Inc.
Alan earned a bachelor's degree in physics from Imperial College, London, and holds a Master of Business Administration from the University of Washington, Seattle.
Job Titles:
- Member of the RBC Wealth Management Team
- Head, Advisor Recruiting
- Leadership
Job Titles:
- Head
- Head of Wealth Planning
Angie O'Leary is head of Wealth Planning at RBC Wealth Management-U.S. With the support of her team, Angie focuses on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors.
With more than 25 years of experience in the financial services industry, Angie most recently served as head of Investment Solutions for U.S. Bank Wealth Management. In that role, she was responsible for investment product management, desktop tools and digital investment capabilities. She also oversaw the business line's mutual fund and insurance product distribution relationships. Prior to U.S. Bank, Angie held leadership positions at UBS and Piper Jaffray. She joined RBC Wealth Management in 2017.
She sits on several industry roundtables and advisory boards and is often asked to contribute her expertise. Angie has authored numerous white papers, published articles and is active in the media and press. She has a passion for financial literacy and is a strong advocate for women and their financial success.
Angie earned a bachelor's degree in business finance from San Jose State University and has completed coursework toward a master's in accounting from Santa Clara University. She's active in her community, formerly serving as an executive board member for the Wayside Recovery Center-a treatment center for women and their families recovering from substance abuse. She also dedicates time to family mission work in Haiti.
Job Titles:
- Head
- Managing Director
- Managing Director and Head, Relationship Management
Annabel Bosman is head of Relationship Management for RBC Wealth Management in the British Isles. As part of the leadership team, Annabel focuses on driving the success of RBC Wealth Management and ensuring clients receive the best of our organisation.
Her positivity and broad experience, garnered from more than twenty years in wealth management, have been instrumental in helping her bring teams together under a common goal and culture.
Prior to joining RBC Wealth Management in July 2019, Annabel held leadership roles with Barclays, Citi, Deutsche and Julius Baer.
Born in Lincoln, Annabel grew up in Yorkshire before travelling to Oxford to further her education. She holds a Master of Arts with Honours from Oriel College (Oxford) and is also a member of the CFA Institute.
When not looking after her young family, Annabel enjoys paddle boarding and yoga.
Job Titles:
- Fixed Income Portfolio Strategist
- Fixed Income Portfolio Strategist / Portfolio Advisory Group
Canadian artist Azza El Siddique melds materials and technologies to help people see art in new, spectacular ways
Job Titles:
- Director
- Vice President
- Vice President and Director of Private Wealth Strategies
Bill Ringham is vice president and director of Private Wealth Strategies at RBC Wealth Management - U.S. In the firm's Central Division, he serves as a resource to financial advisors-helping them understand client objectives, gather information and determine strategies for high-net-worth clients' complex financial and wealth transfer goals. He also manages the Wealth Strategies and Trust Consultant teams.
With a focus on wealth transfer, Bill works with financial advisors to develop wealth management solutions for clients, including trust and estate, business succession, charitable and stock option planning. Working with clients' attorneys, accountants and other professionals, he implements strategies that meet clients' financial objectives. Bill frequently leads seminars and educational presentations for clients and groups on various wealth strategy topics. As part of RBC Wealth Management's Accredited Wealth Manager program, he moderates classes for financial advisors.
Bill has more than 40 years of experience in the financial services industry. At Bremer Bank, a Midwest regional bank, he was in charge of wealth planning capabilities and services. After that, Bill went to Minnesota Life, where he served as an advanced marketing counsel, assisting agents and their clients with advanced planning concepts. Before joining RBC Wealth Management in 2000, he worked at Deloitte & Touche LLP, where he focused on tax and planning for members of several family offices.
He graduated from St. Olaf College in Northfield, Minnesota, with a Bachelor of Arts in economics. Bill also earned a J.D. from William Mitchell College of Law in St. Paul, Minnesota. In addition, he's a Certified Public Accountant (inactive) and has passed the Series 7 and 66 securities exams.
Job Titles:
- Member of the RBC Wealth Management Team
- President
Job Titles:
- Member of the RBC Wealth Management Team
- Divisional Director / Private Client Group
Job Titles:
- Global Private Banking Canada and RT Investment Counsel Inc. Formed
Job Titles:
- Member of the RBC Wealth Management Team
- Divisional Director / Private Client Group
Job Titles:
- Member of the RBC Wealth Management Team
- CEO of RBC Wealth Management Canada
- Leadership
Job Titles:
- Chief Operating Officer
- Member of the RBC Wealth Management Team
- Chief Operating Officer With
- Leadership
David Bailey is chief operating officer with RBC Wealth Management - International. Based in Jersey, David's responsibility is to lead in supporting the strategic agenda of the business. His key focus areas are to optimise financial performance, operational effectiveness, regulatory readiness and make sure the business operates under a sound risk culture.
David joined RBC Wealth Management in 2001 as senior finance manager before becoming head of finance in the Caribbean region in August 2011. He spent three years as chief financial officer for RBC Wealth Management - International before moving into his current role in early 2019. Before joining RBC, David held various finance manager roles with Barclays Private Banking, Payoffshore.com and Coconut, a web-based email provider.
Born in Jersey, David studied at De La Salle College. A qualified accountant, he's a Fellow of the Association of Chartered Certified Accountants (FCCA). In his spare time, he likes reading, walking and taking part in triathlons.
David Storm - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Chief Investment Officer for RBC Wealth Management in the British Isles
- Chief Investment Officer, British Isles and Asia
David Storm is chief investment officer for RBC Wealth Management in the British Isles and Asia.
ln his role, David oversees investment policy and strategy for clients in the British Isles and Asia. He chairs both the Bl and Asia Investment Committees and leads our research in hedge fund, private markets and sustainable investment strategies.
David joined RBC Wealth Management in 2006 as a portfolio manager, focusing on our institutional benefit plan business before moving into his current role. Prior to joining RBC, David was part of the investments group at Morgan Stanley. His areas of focus included alternative investment strategies, portfolio construction and risk analysis.
David is both a Chartered Financial Analyst (CFA) and Chartered Alternative Investments Analyst (CAlA) charterholder. ln his spare time, he enjoys playing football and travelling.
Job Titles:
- Head
- Managing Director
- Head and Managing Director of Wealth Planning
- Head, Sustainable Investing / Dean Moore / Head and Managing Director, Wealth Planning
Dean Moore is head and managing director of Wealth Planning for RBC Wealth Management - International. Based in London, Dean is responsible for leading and developing the wealth planning offering in the British Isles. He helps ultra-high-net-worth clients grow, protect and manage their wealth by developing and implementing bespoke financial planning advice.
Prior to joining RBC Wealth Management in 2018, Dean held senior roles with Arbuthnot Latham, Coutts Private Office and Barclays Wealth.
Dean holds a Bachelor of Science Honours in Economics from the University of Wales and a Diploma in Financial Planning from the Chartered Insurance Institute. He's also a Certified Financial Planner (CFP) and a Chartered Wealth Manager holding Fellowship of the Chartered Institute of Securities and Investments.
Dean and his wife, Alexa, are kept busy by their child, Jack. When he's not at work, he's keen on outdoor pursuits, particularly skiing, sailing and cycling. He's also supported Bloodwise by completing the 500-kilometre London to Paris fundraising bike ride.
Job Titles:
- Deputy Chair
- Member of the RBC Wealth Management Team
- Leadership
Job Titles:
- Member of the RBC Wealth Management Team
- Head, Banking and Lending
Job Titles:
- Head
- Managing Director
- Co - Chair of RBC Wealth Management 's Global Portfolio Advisory Committee
- Contributor to GPAC 's Global Insights Weekly
- Managing Director, Head of Investment Strategy
Frédérique Carrier is managing director, head of Investment Strategy for RBC Wealth Management in the British Isles and Asia.
Frédérique is co-chair of RBC Wealth Management's Global Portfolio Advisory Committee (GPAC), which establishes the asset allocation mix for all wealth clients worldwide. Based in London, she also formulates the equity strategy for the UK and Europe.
Job Titles:
- Head of Technology
- Member of the RBC Wealth Management Team
Job Titles:
- Member of the RBC Wealth Management Team
- Brewin Dolphin in 2005 As a Divisional Director
- Head of RBC Brewin Dolphin
- Leadership
Hal joined Brewin Dolphin in 2005 as a Divisional Director helping to set up our Belfast office. In 2007 he became head of office and in 2011 was promoted to Regional Director for Scotland and Northern Ireland. Following an acquisition in Dublin in 2012, Hal subsequently became Regional Director for Ireland and the Channel Islands. In 2019 he took over as Chairman of Brewin Dolphin Wealth Management Ireland and oversaw the acquisition and integration of Investec's wealth business in Ireland into our own operations. In 2020 Hal became Managing Director for the UK and Ireland with responsibility for our core integrated wealth management business and branch network and in 2024 he took on an expanded role as Head of RBC Brewin Dolphin. Hal is a Fellow of the Securities Institute, has a degree in Applied Economics and is a graduate of the Oxford University Said Business School Advanced Management and Leadership Programme.
Job Titles:
- Head of Human Resources
- Member of the RBC Wealth Management Team
Job Titles:
- Vice President / Head, Global Investments
Job Titles:
- Head
- CFO for RBC Wealth Management International
- Head of Banking and Custody, Wealth Management Europe
- Leadership
Joe Pearce was appointed as Head of Banking and Custody for Wealth Management Europe (WME) in April 2024, expanding on his previous UK responsibilities to include the Channel Islands. In his role, Joe will focus on developing and implementing our strategic banking growth initiatives in the UK, partnering with RBC Brewin Dolphin advisors to ensure that our proposition is attractive to RBC Brewin Dolphin clients, as well as existing RBC Wealth Management clients.
Joe's focus, in conjunction with the WME Executive Committee, is to enhance the overall banking offering across the British Isles. He'll also co-lead WME's banking replacement project (‘Opus'), ensuring technology investments support our banking strategy for the future.
Prior to this role, Joe was appointed as CFO for RBC Wealth Management International in July 2019 and supported the RBC Investor and Treasury Services (I&TS), RBC Global Asset Management, and RBC BlueBay businesses in the region, in addition to his RBC Wealth Management International responsibilities.
Having been at RBC for 15 years, Joe has held a variety of finance and change roles across RBC Capital Markets, I&TS and RBC Wealth Management, building a strong understanding of our regional businesses, as well as a deep network across business lines and functional groups.
Joe qualified as a Chartered Accountant with KPMG and holds a BSc in Economics from University College London. He is a board director of RBC Channel Islands Limited and RBC Wealth Management (Jersey) Holdings Limited.
Additionally, Joe is the executive sponsor for iCARE. This is a community of employees with a shared interest in family caregiving responsibilities and/or a desire to support fellow colleagues. Through iCARE we're building connections, internally and externally, to help inspire and facilitate "family care" conversations throughout RBC and within our communities.
Job Titles:
- Vice President, Portfolio Analyst / Portfolio Advisory Group - U.S.
Job Titles:
- Head of Content Strategy & Responsible Investing
Job Titles:
- Director, Global Manager Research
Job Titles:
- Member of the RBC Wealth Management Team
- Executive Vice President and Head of RBC Private Bank
- Executive Vice President and Head, Private Banking / Canada
- Leadership
Kim Mason is executive vice president and head of RBC Private Banking Canada, which provides high-net-worth individuals, families and family offices with comprehensive strategies and solutions for their wealth management needs. In her role, she is responsible for shaping the business strategy, driving growth and leading a highly enabled team to deliver trusted advice, tailored solutions and personalized service.
Since joining RBC, Kim has held progressive roles, including senior vice president, Business Distribution, Strategy and Performance and regional president for Atlantic Canada and Greater Toronto.
Kim earned her Master of Business Administration at Rotman School of Management, University of Toronto, and received her Bachelor of Arts (Honours) from the University of Western Ontario. In June 2014, she obtained her ICD.D designation from the Institute of Corporate Directors (ICD).
During her career at RBC, Kim has been recognized as a Top 50 CEO by Atlantic Business Magazine for 2012, 2013 and 2014. She was named one of Canada's Top 25 Women of Influence for 2013 by Women of Influence magazine and one of WXN Canada's Top 100 Most Powerful Women for 2014 and 2023.
A believer in community and quality healthcare, Kim has held director and chair roles on health care boards for over two decades. She is currently vice chair on the Board of the University Health Network (UHN) Foundation and head of the HR Committee. She's also a director on the board of Canada's Walk of Fame (CWoF), and a member of the Young Presidents' Organization (YPO). In 2021, she was appointed to Ontario's Task Force on Women and the Economy, where she worked alongside members from the public and private sector to move forward women's economic empowerment in a post-COVID-19 economy. Most recently, in September 2022, she was honored by receiving the Queen's Platinum Jubilee Award.
Kim and her husband have four children and reside in Oakville.
Job Titles:
- Director
- Member of the RBC Wealth Management Team
- Leadership
- President and CEO, RBC Royal Trust
- Royal Trust in 1999 As a Trust Officer
Leanne serves as a director on the Royal Trust Board, and as a member of the RBC Wealth Management Canada Operating Committee. She is a lawyer by profession and brings more than 20 years of experience, knowledge, and client-centric focus to the business.
Leanne joined RBC Royal Trust in 1999 as a Trust Officer, prior to which she was a lawyer practicing commercial litigation. Since her initial role, she has continued to provide in-depth solutions for clients and their families, and held various leadership roles within the company before being appointed as President in 2015.
Leanne is the host of RBC Wealth Management Canada's Matters Beyond Wealth, a podcast that offers estate planning, healthy aging and wealth insights to help Canadians plan for today and their future. She is also a member of the STEP Worldwide Council, of the National Institute on Ageing Advisory Board, and of Queen's University's Gift Planning Advisory Committee, along with other community involvement.
Job Titles:
- CEO
- Member of the RBC Wealth Management Team
Mike Scott - Managing Director, SVP
Job Titles:
- Managing Director
- Member of the RBC Wealth Management Team
- Senior Vice President
- Leadership
Mike Scott is managing director of RBC Dominion Securities. This service network of 3,500 professional investment advisors and support staff provide customized advisory and discretionary wealth management solutions to affluent and high-net-worth clients. In his role, Mike develops and implements the strategic focus and competitive advantage for RBC Dominion Securities.
Mike oversees Wealth Management Canada Services & Solutions, which supports RBC Dominion Securities, RBC PH&N Investment Counsel, RBC Private Banking and RBC Wealth Management Financial Services Inc. (the insurance agency within RBC Dominion Securities). He also oversees the futures business, advisor training, and advisor marketing and technology infrastructure. He's also responsible for the RBC Dominion Securities Global offices in the Caribbean.
Mike joined RBC in 1988 as part of the generalist program and became an investment advisor in 1993. From 1995 to 1999, he held progressive regional positions for RBC Dominion Securities, from assistant branch manager to his appointment as manager of the Calgary branch.
In 2002, Mike became managing director of RBC Dominion Securities. In 2010, he assumed additional responsibility for Wealth Management Canada Services & Solutions and the Integrated Wealth Management Canada Investment Advisory business.
Mike and his wife have three children and reside in Toronto.
Job Titles:
- Group Head
- Member of the RBC Wealth Management Team
- Leadership
As Group Head, RBC Wealth Management, Neil McLaughlin has global oversight and strategic leadership of RBC's wealth management businesses, including wealth advisory businesses in Canada, the United States, Europe and Asia, RBC Global Asset Management, RBC Investor Services, and RBC's online brokerage, RBC Direct Investing. These businesses provide industry-leading wealth management solutions to individuals, families, and institutions globally, including advice-led and self-directed investment, credit, asset management and asset servicing solutions.
Together with other members of Group Executive, Neil is responsible for setting the overall strategic direction of RBC.
Prior to his current position, Neil was Group Head, Personal & Commercial Banking, where he was responsible for RBC's banking businesses in Canada, the Caribbean and the U.S., including personal and commercial financial services, credit cards and payments, and digital solutions, as well as RBC's sales and branch distribution, operations and advice centres. He was also responsible for RBCx, the tech banking and innovation group focused on re-imagining the role RBC plays in clients' lives now and for the future. Neil played a critical leadership role throughout RBC's acquisition and integration of HSBC Bank Canada, including executing a complex close-and-convert transition within a single weekend.
He joined RBC in 1998 and has held a wide range of senior management and executive positions including roles in commercial banking, credit card and personal lending, marketing, and risk.
Job Titles:
- Brewin Dolphin in 2007 As a Divisional Director
- Head of Advice
- Leadership
- Managing Director, Head of Client Advice
Nick joined Brewin Dolphin in 2007 as a Divisional Director to build out our Financial Planning capabilities in our London office. Nick became a Regional Managing Director in 2016 with overall responsibility for the financial planners across the country and was also responsible for our South West offices.
Job Titles:
- Member of the RBC Wealth Management Team
- Divisional Director / Private Client Group
Job Titles:
- Technical Strategist, Portfolio Advisory Group - U.S
Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.
Job Titles:
- Chief Executive Officer
- Member of the RBC Wealth Management Team
Job Titles:
- Head
- Head of Private Wealth
- Leadership
Ross Jennings is Head of Private Wealth for RBC Wealth Management.
Based in London, Ross is part of RBC WME's Executive Committee and leads the Private Wealth team, focusing on HNW/UHNW clients, in the UK. Ross previously ran the legacy RBC Wealth Management International Sales and Relationship Management team for 6 years.
Before joining RBC Wealth Management in 2010 as a relationship manager, Ross began his financial services career as a sector analyst and discretionary portfolio manager for private clients at HSBC Investment Management.
He entered the wealth management field in 2005 at HSBC Private Bank, focusing on high net worth UK residents based in London, before moving to Barclays Wealth in 2007.
Ross has a Bachelor of Arts (Hons) degree in Economics and History from Durham University, and a Master of Studies in Commonwealth History at Oxford University. He is also a Fellow of The Chartered Institute for Securities & Investment
A keen sportsman, Ross particularly enjoys skiing, sailing and rugby, and won a rugby Blue for Oxford University.
Job Titles:
- Member of the RBC Wealth Management Team
- Head, Business Administration
Job Titles:
- Head
- Head, Sustainable Investing
- Head, Sustainable Investing / Dean Moore / Head and Managing Director, Wealth Planning
- in 2018 As an Analyst
He oversees the integration of sustainability issues into decision making across discretionary and advisory investment offerings. Additionally, Stephen produces thought leadership pieces on environmental, social and governance (ESG) topics and is responsible for the research and selection of asset managers in the ESG space.
Stephen joined RBC Wealth Management in 2018 as an analyst focusing on our discretionary offering and moved to the Global Manager Research team in early 2021.
Prior to joining RBC Wealth Management, Stephen graduated with a degree in Economics from the London School of Economics. He's a Chartered Financial Analyst® (CFA) Charterholder
Stephen Metcalf is head, Sustainable Investing for RBC Wealth Management in the British Isles and Asia.
Job Titles:
- Chief Administrative Officer
- Member of the RBC Wealth Management Team
Job Titles:
- Vice President, Senior Manager, Client Risk Prevention
Job Titles:
- Senior Portfolio Strategist
Job Titles:
- Member of the RBC Wealth Management Team
- President
Job Titles:
- Member of the RBC Wealth Management Team
- Head of the RBC Family Office Services Team With Wealth Management Canada
- Vice President and Director - Head, RBC Family Office Services
Tony Maiorino is head of the RBC Family Office Services team with Wealth Management Canada. This team of over 200 professionals provides legal, tax and financial planning expertise to advisors in RBC Dominion Securities and RBC PH&N Investment Counsel in RBC's Wealth Management Canada segment. The Family Office Services team also provides expertise to private bankers, financial planners and investment and retirement planners in the RBC Canadian Banking segment.
Job Titles:
- Member of the Board
- Member of the RBC Wealth Management Team
- Trustee
- Leadership
- President of RBC PH
- President, RBC Phillips, Hager & North Investment Counsel Inc.
Vijay Parmar is president of RBC PH&N Investment Counsel, one of Canada's premier investment counselling firms, providing investment management and integrated wealth management solutions exclusively to high-net-worth families, business owners and not-for-profit organizations.
Vijay has more than 30 years of private client investment management, wealth planning and business management experience during his tenure with RBC PH&N Investment Counsel and RBC Dominion Securities. Prior to joining RBC, he worked in the financial services industry and was a small business owner. He also serves as co-president of RBC's Private Counsel (USA) business.
Vijay has served as a trustee and board member for several local and national entities. He also previously held leadership roles for RBC Wealth Management's fundraising efforts for the Employee Giving Campaign. Vijay holds a Bachelor of Science from the University of British Columbia. His professional designations include Canadian Investment Manager (CIM), Fellow of the Canadian Securities Institute (FCSI), Certified Financial Planner (CFP) and Chartered Professional Accountant (CPA, CA).
Job Titles:
- Member of the RBC Wealth Management Team
- Private Client Group Operating Officer
Job Titles:
- Member of the RBC Wealth Management Team
- Divisional Director / Private Client Group
Job Titles:
- Member of the RBC Wealth Management Team
- Regional President
- Deputy Chairman and Head, Ultra - High - Net - Worth Clients
- Leadership
Wayne joined RBC in 1987 in Alberta. Prior to his first executive appointment in 1999 as vice president, Sales Strategy, he held various administrative, human resource management and sales leadership roles throughout the Prairies, Montreal and Toronto.
Wayne served as executive vice president, Retail Operations, and was a member of the Group Operating Committee charged with day-to-day management of RBC globally. Most recently, he was executive vice president and head of sales, responsible for leading RBC's personal and business sales force of 30,000 people across Canada.