Jonathan Baird

Associate Director, Wealth Manager

“There is a lot of responsibility which comes with this job. You are essentially helping people meet their financial objectives and live a comfortable lifestyle. We are a pillar of responsibility for them.”

Locations: Edinburgh

Jonathan is an Investment Manager in our Edinburgh office. He manages and constructs portfolios for both his own book of private clients as well as those of RBC Brewin Dolphin colleagues.

Following a spell as a professional rugby player in Nottingham Jonathan began his financial services career at CAERUS Capital Group in 2012 as a Client Account Manager covering financial planning and investments. He moved to RBC Brewin Dolphin in 2014 to focus on investment management. Alongside his client-facing role he helps run weekly office investment meetings.

Jonathan is proud of his financial planning background and believes it helps him better understand his clients’ needs and how they can either save or grow money. Indeed, he works closely with the financial planners in the Edinburgh office to provide an all-round service to clients. He has the Level 7 CISI Masters in Wealth Management.