Rory joined LGT Wealth Management in 2024 in Birmingham, having previously spent 9 years as a client-facing Investment Director at Evelyn Partners. Earlier in his career, Rory worked in risk management for two global insurance brokers.
Rory enjoys supporting entrepreneurs both before and after liquidity events. He brings extensive expertise in providing advice and managing assets for a wide array of clients, including high-net-worth individuals, professionals, families, corporations, trusts, charities and Court of Protection cases.
He holds a degree in Economics and Politics and is a CISI Chartered Wealth Manager. Additionally, Rory has earned the CFA Investment Management Certificate.
