Rory Whitmore

Areas of expertise

I am an associate investment director and chartered wealth manager, helping to preserve and grow investment capital for a range of clients, including families, professional services and serious injury clients. I also specialise in sustainable investing.

Alongside my client work I am also part of the Firm's research group, covering Asia & Emerging Markets collective investments; my dissertation at university was on the Asian Financial Crisis of 1997 and so this is a particular area of interest for me.

Finally, I am also an advocate for the Firm's cash deposit platform service - to ensure clients are maximising returns on cash whilst also benefiting from full FSCS protection.

Experience

I have 10 years experience in finance, including 3 years experience advising large corporate clients in risk management for two global insurance firms. For the last seven years I have been working as an investment manager. I achieved a dual-honours degree in Economics & Politics, and also hold a number of postgraduate qualifications in investment management.

Notable client work and achievements

I am fortunate to manage approximately £110m of long term capital for my clients.

Notable client work includes working as part of the Tilney Serious Injury team for the last 3.5 years, managing clinical negligence & personal injury settlements for clients who have a very low capacity for loss but who are dependent on growing their capital to provide for future care - a difficult but highly rewarding challenge.

I am experienced in managing a variety of different tax structures for clients including offshore assets, as part of our dual expert service working alongside a financial planner and taking a holistic approach to a client's circumstances & objectives and ensuring we put in place the right structure around their wealth.

I have recently become co-head of the Tilney Asia research team, covering collective investments in one of the world's fastest growing and most interesting regions.

I am very proud to have a number of testimonials from existing client, including an ex naval commander and business owners/entrepreneurs - please contact me if you would like to see any of these.

Professional qualifications and memberships

Chartered Institute for Securities & Investment - Chartered Wealth Manager Qualification (MA level)
Chartered Financial Analyst (CFA) Investment Management Certificate
Chartered Insurance Institute (CII) - Diploma in Insurance
University of Sheffield BA (Hons) - Economics & Politics