Kira Caldwell

Kira Caldwell

Trainee Investment Manager

+44 (0) 1172 444 860

+44 (0) 1172 444 860

Bristol

About me

As a trainee investment manager, I support the investment directors with day-to-day activities such as portfolio management, preparing reports and general client queries.

Background/Experience

I graduated from Queen Mary University in 2018 with a degree in Mathematics. Since joining Investec, I have completed the Chartered institute of Securities and Investments (CISI) Investment Advice Diploma and am currently working towards the Chartered Wealth Management qualification.

My interests

My main interests revolve around food. When I’m not haunting the local restaurants or attempting a new recipe at home, you’ll find me partaking in various college courses such as ceramics or illustration.

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.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

Critiquing Bristol's best bellinis.