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....

Helping private clients with your life goals and investment choices
Helping charities and mutuals with planning and investments
Helping IFAs with investment management for their clients

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