Kirsty joins Investec Wealth & Investment from RBC Brewin Dolphin in Birmingham, where she was responsible for client assets across general investment accounts, ISAs, Trusts, SIPPs and offshore bonds. She has over 23 years of experience in the wealth management industry, starting her career as an investment manager with Gerrards, now Barclays Wealth, and Mazars Solutions as a Trust investment manager before moving to Brewin Dolphin.
In her new role at Investec Wealth & Investment, Kirsty will specialise in delivering comprehensive strategic wealth management services to clients with a particular focus on female clients, business owners and entrepreneurs especially within the technology sector, an area of particular growth in the region.
Kirsty Cartwright, right, pictured with her colleagues Scott Jones, Divisional Director and Andrea Lobb, Birmingham.
Commenting on her appointment, Kirsty said: “Drawing on my experience of working with clients in Birmingham and the Midlands generally, I appreciate the need to offer efficient, timely, cost effective and simple investment advice in an approachable and relatable manner. I particularly enjoy working closely with clients and their families, often over many generations, to construct investment portfolios which complement their personal and professional requirements, adapting to changing risk appetites and life experiences. I am especially looking forward to working with new and existing female clients in the region.”
Scott Jones, Investec Wealth & Investment regional director, said: “We are delighted to welcome Kirsty to our team of investment managers and financial planners in Birmingham, and we look forward to working with her as we continue to grow our business in the area.”
Outside of work, Kirsty enjoys spending time with her 8 year old son and family, has been a longstanding and consistent member of a local bootcamp (OpFit/BMF) attending in all weather conditions, running and is currently working on her 10K time.
Kirsty has an MA (Hons) in Economics and Management from University of Aberdeen, and an MSc in Finance from the University of Strathclyde, and became a fully qualified investment manager in 2002.
For more information, please contact:
About Investec Wealth & Investment (UK)
As one of the UK’s leading wealth management firms, we are trusted with managing £40.7 billion (as at 31 March 2023) of our clients’ money. Our wealth teams work hard at providing Out of the Ordinary levels of service to our clients and with an investment heritage dating back to 1827, we’re built for the long term.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN. Member firm of the London Stock Exchange.
Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.