Finance Ecosystem Roundtable hosted by Brewin Dolphin
Finance Ecosystem Roundtable discussion
Join B4 Members for our next Finance Ecosystem as they share challenges, successes and advice with each other in the second of our Finance Ecosystem Roundtable discussion on Financial Resilience at Brewin Dolphin.
Matthew Fisher Biography
Matthew is an Investment Manager and an Assistant Director in the Oxford office. He joined Brewin Dolphin in 2013, having completed his degree in Economics, Finance and Banking, incorporating a period working for Morgan Stanley. He looks after a variety of clients, in many cases spanning several generations of the same family. Clients range from private individuals and families, to SIPPs, trusts and corporate entities. His main role is to structure and monitor client investment portfolios but also offer holistic advice on their wealth strategy. He has a deep understanding of markets and in building portfolios to support client goals and objectives.
This event is strictly limited to 10 guests
Parking
Parking available in the retail park – Parking Free for up to 3 hours
Complimentary Light breakfast of pastries will be provided
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