Kerri McIvor Belfast office
Kerri McIvor

Kerri McIvor

Trainee Portfolio Manager

Belfast

+44 (0) 2890 321 002

About me

I assist with discretionary portfolio management on behalf of a broad range of clients including charities, pension funds, trusts and individuals.

Background/Experience

I graduated from Queen's University Belfast in 2020 with a degree in Finance. During my time at university I completed a 13 month industry placement in Dublin, working for Irish Progressive Services International on the trading team. I joined Investec in 2020 in the role of trainee discretionary portfolio manager. I am currently studying for my Investment Advice Diploma with the Chartered Institute for Securities and Investment.

My interests

I have a keen interest in sport and travelling.

My areas of expertise

Contact me via the form above to learn more about....

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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Waves crashing into land

Investec's approach of integrity and inclusion amongst employees shines through in it's client relationships which have shown to last through generations as a result.

Kerri McIvor