Client Relationship Officer

Callum joined OAC in 2023 as a Client Relationship Officer. Prior to joining OAC he worked for many years at RBC Wealth Management International in London, where he was employed as an Investment Counsellor Analyst. Following success in this role, he took an international posting to the Cayman Islands in 2020, where he worked for RBC Dominion Securities. During his time with RBC Dominion Securities, he worked with a team of investment professionals who provided solutions for high-net-worth individuals and institutions. Callum’s main responsibility was trading the team’s discretionary investment portfolios while also providing wealth planning and working with the bank’s Structured Product desk to deliver innovative solutions to the team’s clients. Callum began his career working for a boutique investment manager in London’s West End that specialized in discretionary investment management. He graduated from the University of Liverpool with a first-class honors degree in Accounting and Finance. Callum is also an Associate member of the Chartered Institute for Securities and Investments (ACSI) and earned his Chartered Financial Analyst designation in 2025.