Rachel Carr Liverpool office
Rachel Carr

Rachel Carr

Trainee Investment Manager

Liverpool

+44 (0) 151 227 2030

About me

As a trainee investment manager I work with a team who are responsible for investment strategy and day-to-day management of funds for individuals, trusts, charities, offshore and pension funds. I have also spent time in the financial planning team to broaden my knowledge around all areas of financial planning. This combined experience has allowed me to develop a well-rounded background in wealth planning which I hope to develop as progress in my career.

Background/Experience

I graduated from the University of Liverpool with a First Class Honours degree in Business Economics. I then spent a short time working in audit completing six accountancy exams before moving into my current role. Since joining Investec, I have completed the Investment Advice Diploma and am now studying towards the CISI Chartered Wealth Manager qualification.

My interests

I enjoy yoga, going to the gym and I have recently taken up running which I hope to improve on. Aside from fitness, I love to explore new places and have a list of cities which I hope to visit.

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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I'm also an expert in...

I love searching and trying new local restaurants in the city.
Feeding a swan

There is a real sense of caring for the client at Investec and a great unity across the office. I am proud and grateful to work with such great colleagues and clients.

Rachel Carr