Episode 26: Shaping the Future of Client Relationships on the Buy-Side - with Wealth Managers at RBC Brewin Dolphin

Shaping portfolios, giving back, and building impact that goes beyond returns… ✍🏼 Welcome to the TWENTY-SIXTH episode of The Smart Money Show, recorded at RBC Brewin Dolphin’s Birmingham offices. This week we’re joined by three rising stars in investment management: Wolfie Papirnik, Harjot Wahiwala, and Reece Smith. Wolfie, recently recognised in Citywire’s Top 30 under 30, combines sharp technical expertise with a passion for community responsibility. Harjot works with RBC Brewin Dolphin’s Midlands Charity team while on her way to becoming a Chartered Wealth Manager, championing accessibility in finance and mentoring future talent. Reece brings nearly five years of experience across private client and portfolio management, building on his early career in PwC’s M&A division and his Master’s in Investment Management. Together, their stories reveal how the next generation of wealth managers are redefining finance, blending performance with purpose and showing that impact matters as much as returns. From community leadership to client trust, this episode dives into what excites them about the future of the industry and what advice they’d give to students and aspiring professionals. 💡 Guest Contacts: Wolfie - https://www.linkedin.com/in/wolfie-papirnik-865474100/Harjot - https://www.linkedin.com/in/harjot-wahiwala-acsi-894a36111/Reece - https://www.linkedin.com/in/reece-smith-630452170/🎥 Recorded: 4th SeptemberChapters: 0:00 - Intro 🎙️3:11 - Origin Stories: Three Unique Paths into Finance 💡8:46 - The Value of a Master's, Professional Exams & Taking a Gap Year ✈️14:34 - Early Career Lessons from Goldman Sachs & PWC ✍️21:05 - The Brutal Reality of Breaking In: "A Thousand Applications" 💥28:16 - The Secret to a Successful Interview? Be Yourself. 🤝37:09 - Life at RBC Brewin Dolphin: Culture, People & Purpose 💼44:50 - A Day in the Life: From Private Clients to Portfolio Management 📈47:40 - The Fulfilling Work of the Midlands Charity Team 🙏54:31 - Personal Impact & The Drive to Give Back 🌍1:05:15 - The Biggest Lessons Learned in Their Careers 🧠1:08:18 - Proudest Moments & The Power of Small Wins ✨1:15:13 - The Biggest Takeaway for Aspiring Professionals 💌1:16:24 - Outro 👋As always, stay tuned to us weekly as we bring you unheard insights, professional guests and a few laughs! 💚 Check out our work and connect with us here: https://www.thesmartmoneyshow.co.uk/ Please be advised, none of our episodes constitute financial advice and we will never attempt to do so.