Rupert Forrest

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.