Who is Rupert Forrest?

Rupert Forrest Chartered FCSI
Rupert Forrest Chartered FCSIChartered Wealth Manager
Rupert is the Branch Principal of the Raymond James branch at Thorpe Park, Leeds, LS15 8GB. A graduate of Politics & Economics from Newcastle University, Rupert has a long held passion for investments and helping clients to realise their unique investment goals. Rupert has served as a Captain in the British Army and worked in some of the UK’s best known investment firms.

Rupert Forrest’s Personal Biography

Rupert is a Chartered Fellow of The Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager, a designation that recognises him as an industry member at the pinnacle of his profession. Rupert began his career in wealth management with Rensburg Sheppards (now Investec Wealth & Investment Management) in their Leeds office where he created and managed discretionary portfolios for his clients. In 2011 Rupert moved to work for Barclays Wealth where he was responsible for looking after a range of clients from entrepreneurs to charities. Prior to working in wealth management Rupert served as a Captain in the British Army. Rupert is married with two children and in his free time he enjoys surfing, keeping fit and watching rugby.

“My guiding principles are Trust, Fairness, Insight and Integrity. I am passionate about providing bespoke investment solutions to my clients and their families, helping them to achieve their long term financial goals. My four principles run through everything that I do and continue to aim for as an investment professional.” Rupert Forrest

Would you like to speak to Rupert Forrest?

If you would like the opportunity to have a no-obligation discussion about how the Raymond James Wealth Management team might be able to help you plan and manage your financial affairs then please do get in touch.

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Who is Jo Banks?

Jo BanksOffice Manager
Jo joined Raymond James, Thorpe Park Leeds in September 2018. Jo manages the office from day to day which includes dealing with client administration and queries as well as building client relationships.

Prior to Raymond James, Jo has worked in a number of roles, predominantly in customer relations and administration. Jo is looking forward to building new and lasting clients relationships, developing the office systems and procedures and assisting with the continued growth of the office.

About the Investment Committee

Rupert sits on an investment committee with other commercially independent investment managers in the North of England. This allows the commercially independent branches to share intellectual capital for the benefit of their clients. The different areas of expertise and insight from each experienced member of the committee helps create a robust investment process and helps to generate the best investment ideas. The investment committee consists of Rupert Forrest, Robert Allman and Nick Hair (as below).

Robert Allman

Robert has worked in wealth management for over 12 years, most recently as a partner of a Wealth Management business, Artorius Wealth, which was focused on advising High Net Worth and Ultra High Net Worth clients and their families on all aspects of their investments and financial planning. Prior to this he spent 8 years at Barclays Private Bank holding the position of Vice President, advising clients across the North West on their investments. At Barclays he sat on the National UK Private Bank Investment Committee.

 

 

Nick Hair

Nick has worked in the Investment management industry for over 19 years. In this time he has gained a large amount of knowledge and experience through different market cycles. He has gained both Chartered and Fellowship status of the Chartered Institute for Securities and Investments. He started his career as a stockbroker, before progressing into portfolio management and latterly a Vice President of a wealth and investment management company.