Position

Director

Index

HNW Wealth Managers

Location

London

Advice type

Investment management

Portfolio management

Wealth management

Client Types

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

Share on