Raymond James Investment Services
Rupert Forrest is a Chartered Wealth Manager and Branch Principal at Raymond James Investment Services, where responsibilities include managing clients' financial affairs with integrity and understanding since February 2015. Prior experience includes serving as a Private Banker at Barclays Wealth and Investment Management, providing investment advice to private clients, charities, and trusts in the UK from April 2011 to January 2015. Rupert also worked as an Investment Manager at Investec Wealth & Investment UK, managing assets for various clients from December 2007 to April 2011, and began a career in the British Army as an Officer, demonstrating leadership and management skills from September 2000 to December 2007. Rupert holds a 2:1 degree in Politics and Economics from Newcastle University, completed between 1997 and 2000.
Raymond James Investment Services
Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. We are committed to helping individuals achieve their unique goals, while also developing and supporting successful professionals, and helping our communities prosper. Raymond James currently supports over 100 independent practices – a mix of private client investment managers, wealth managers and investment-oriented financial planners located throughout the UK. Our US parent company, Raymond James Financial, was established in 1962. It has $1.45tn assets under administration and supports approx. 8,700 wealth managers. Follow us for the latest news and opportunities in wealth management, or visit our website for more information. Raymond James Investment Services is a member of the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. All information is correct as at 31 March 2024.