Sophie Miller Chartered
Investment Manager @Rathbones
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WORK HISTORY
Investment Manager @Rathbones
City Of Bristol, GB
EDUCATION
Bournemouth University
Retail Management BA Hons, Retail Management
ABOUT SOPHIE MILLER CHARTERED
I am a fully qualified Chartered Investment Professional, holding the CISI Level 7 Chartered Wealth Manager qualification. Whether you\'re a seasoned investor with an established portfolio or taking your first step into the world of investments and seeking advice on your options, my team and I can offer support in the following areas- Bespoke discretionary investment management - Effective portfolio tax and cash flow management - ESG-integrated strategies Rathbones is renowned for its private client and discretionary investment management services, specialising in wealth management and tailored investment strategies, with over £100 billion in client assets under management. We have a dedicated and highly skilled research team, and we pride ourselves on delivering exceptional service. I am eager to build relationships with- Private clients - Independent financial advisers - Private client intermediaries In addition, I am a trustee for the charity of Alderman Steevens and I run a Women in Business network, hosting regular events. I am always happy to connect with those interested in attending. For more information, please feel free to reach out to me via LinkedIn or email me at S••••••••@rathbones.com.
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