About Caroline

Caroline began her career in financial services in 1999 with HSBC Bank International, where she worked in wholesale fund sales.

Between 2005 and 2017, she held roles with Citi, HSBC Private Bank, and SG Hambros Private Bank.  During this time, she was responsible for managing and advising on the banking and investment needs of a portfolio of high-net-worth clients.

Caroline brings extensive experience and expertise in investments.  She joined RFSL in 2019.  In her role as a Senior Investment Specialist, she supports Scot Laing in client relationship management. She is also actively involved in overseeing investment portfolios and executing client investment trades.

Caroline is a Fellow of the Chartered Institute for Securities and Investment (CISI). She holds CISI qualifications, including the Level 3 Certificate in Financial Derivatives, the Level 4 Investment Advice Certificate, and the Level 6 Private Client Investment Advice and Management qualification.