Company
Position
Managing director and founder
Index
HNW Wealth Managers
Location
Cheshire
Advice type
Portfolio management
Wealth management
Client type
Charities
HNW
Trusts
Sector Focus
Financial Services
Investments and Asset Management
Wealth Management & Private Banking
Audrey McKinstry
Spear’s Review
Audrey McKinstry, co-founder of Raymond James, Chowley, a subsidiary of Raymond James, has been working with private clients for almost four decades. She currently manages portfolios for HNW individuals and families, as well as charitable organisations and trusts.
McKinstry began her career in the wealth management industry in 1987, working for William F Coates & Co, before undertaking successful stints at Greig Middleton & Co and Lloyds Private Banking. She then cut her teeth as a senior investment director at Investec (then BWD Rensburg) for nearly 20 years before setting up the Cheshire-based Raymond James, Chowley with John Simpson in 2021.
She is a chartered fellow of the Chartered Institute for Securities and Investment and a chartered wealth manager.
Rank: Recommended

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