Rupert Forrest

Chartered Wealth Manager & Branch Principal @Raymond James UK

Leeds, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Feb 2015 — Present

Chartered Wealth Manager & Branch Principal @Raymond James UK

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Helping our clients with the management of their financial affairs with integrity and understanding.Raymond James Thorpe Park, Leedse: r••••••••@raymondjames.comw:

EDUCATION

1997 — 2000

Newcastle University

2:1, Politics & Economics

SKILLS

Operational PlanningRisk ManagementAsset ManagmentDefenceWealth ManagementInvestment ManagementFinancial ServicesInvestmentsFinancial AdvisoryTrustsAsset ManagementAsset AllocationHigh Net Worth IndividualsMutual FundsPortfolio ManagementWealthWealth Management ServicesSecuritiesAlternative Investments

ABOUT RUPERT FORREST

An experienced and trusted professional in the Wealth Management industry. Having established and grown a successful and well respected Raymond James branch. Prior to joining Raymond James, I held regulated roles at both Barclays Wealth and Investec Wealth where I built client relationships and provided trusted advice. Having graduated with a 2:1 in Politics & Economics from Newcastle University, I spent the first part of my career as an Officer in the British Army serving on operations in Iraq and Bosnia as well as more varied roles which included providing cover for the UK firefighter dispute in 2002 (Operation Fresco) and serving in a Public Duties role at Buckingham Palace and Tower of London. Becoming the Army Surf Champion in 2003 is also worth a mention.

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Rupert Forrest — Chartered Wealth Manager & Branch Principal at Raymond James UK in Leeds, GB | Unifers