Kimberley Drake Bournemouth office
Kimberley Drake

Kimberley Drake

Associate Investment Manager

Bournemouth

+44 (0) 1202 208 100

About me

I am part of a team that manage portfolios on behalf of private clients, charities, trusts, pension funds and offshore bonds. Our focus is on personal service and really understanding the needs that you have and what you hope to achieve from your Investment. It is only once we understand these details that we can consider how best to structure your investment strategy.

Background/Experience

Following the completion of my honours degree at Bournemouth University, I worked in a managerial position within the property sector specialising in developing corporate relationships with significant companies such Persimmon and Taylor Wimpey. In 2014, I was recruited to join Investec Wealth and Investment, to be trained to undertake portfolio management and be a point of contact for clients. Having completed the Investment Advice Diploma, I have now moved forwards to undertake my Chartered Wealth Managers Qualification.

My interests

In my spare time I love being outdoors and traveling. My favourite hobbies are horse riding, mountain biking and snowboarding with family and friends.

My areas of expertise

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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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We spend the time to get to know our clients and develop very close professional relationships with them. These extend through generations of families who all use our services. I always look forward to their calls and receive great satisfaction helping them meet their financial goals. 

Kimberley Drake