Company
Position
Director
Index
HNW Wealth Managers
Location
London
Advice type
Investment management
Portfolio management
Wealth management
Client type
Charities
Corporate clients
HNW
Private clients
Sector Focus
Financial Services
Wealth Management & Private Banking
Customer type
Wealth adviser
Sarah Kirby
Spear’s Review
A divisional director at RBC Brewin Dolphin, Sarah Kirby has over 20 years of experience in the field. She works with her clients from their very first requirements for wealth management through to assisting them with their broader investment needs. Her clients include private client families, pensions, charities and corporate accounts.
In this diverse and ever-evolving industry, Kirby tells Spear’s that she appreciates the consistency of a loyal clientele pool and ‘building trusted relationships with clients and being included in their circle of trust, especially when it comes to something as personal as finances’. Her dedication to her clients in conjunction with her knowledgeable expertise has resulted in her additional role as a voting member of RBC Brewin Dolphin’s Asset Allocation Committee.
In regards to the evolution of wealth management, Kirby remarks that in the current climate, ‘inflation is the biggest risk to wealth’. She further notes that ‘the key is to invest in real assets that don’t erode wealth in the long term’.
Rank: Recommended
Recommended 2024, HNW Wealth Managers
Network Connections
Recommended
Annabel Bosman
RBC Brewin Dolphin
HNW Wealth Managers
London
Recommended 2024
HNW Wealth Managers
Recommended
James Campbell-Johnston
RBC Brewin Dolphin
HNW Wealth Managers
London
Recommended 2024
HNW Wealth Managers
Top 100
Robin Beer
RBC Brewin Dolphin
Power List
Nottinghamshire
Top 100 2024
Power List