Rory Whitmore in

Rory Whitmore

Inquirer · DISC type cd
Investment Manager at LGT Wealth Management
📍 West Midlands, England, United Kingdom

Rory is a Chartered Wealth Manager at LGT Wealth Managements Birmingham office, specializing in growing and preserving capital for a diverse clientele. With a degree in Economics and Politics and over nine years of prior experience as an Investment Director at Evelyn Partners, he has extensive expertise advising high-net-worth individuals and entrepreneurs.

Outside of his professional role, Rory is actively involved in his community. He participates in charity fundraisers, such as running for Grief Encounter, and enjoys building connections at social and sporting events, including Bournville Rugby Club functions and professional golf tournaments like the British Masters.

He has unique prior experience as a specialist investment manager for clients involved in serious injury and clinical negligence cases.

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Experience
12 Years
Current Role
Investment Manager
Job Level
Middle
Location
West Midlands, England, United Kingdom
Personality Overview

How Rory shows up

Hard To Convince
Demanding
ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Priorities

Topics Rory cares about

Entrepreneurial Wealth
He focuses on supporting entrepreneurs by providing expert advice and asset management before and after significant liquidity events.
Charity Fundraising
Actively raises funds for causes like Grief Encounter and encourages corporate matching, demonstrating a commitment to philanthropy.
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Career

Work history

10-2024
Investment Manager
LGT Wealth Management
3-2023 - 10-2024
Director
Evelyn Partners
3-2021 - 3-2023
Associate Director
Evelyn Partners
1-2019 - 9-2024
Senior Associate, Investment Manager
Tilney – Personal injury and clinical negligence
2-2016 - 2-2021
Senior Associate, Tilney Investment Management
Evelyn Partners
In the press

Media appearances

Rory Whitmore – Investment Manager. Featured in LGT Wealth Management (official website)
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LGT Wealth Management adds investment manager to team. Featured in Pam Insight
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Education
2016 - 2017
Chartered Wealth Manager Qualification
The Chartered Institute for Securities & Investment (The CISI)
2015 - 2015
Investment Management Certificate
CFA
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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