Neil Whelan

Investment Director

Neil joined RCBIM in 2016 and has over 15 years experience in the investment management industry. After graduating from the University of Warwick with a degree in Mathematics, Neil joined Principal Investment Management, where he progressed to the role of Investment Manager. In 2010 he joined Ashcourt Rowan, where he was responsible for an investment team managing private client portfolios across the South West and Wales. Neil is a Chartered Fellow of the CISI, the UK’s leading securities and investment professional body.

“We place a strong emphasis on providing an excellent investment service to our clients. Our investment in technology is a key element of this, enabling us to constantly monitor client portfolios to ensure they are ideally positioned based on our current investment outlook and quickly implement any changes in approach which we feel may be beneficial.”