Rory Whitmore

Inquirer
DISC Type : cd

Investment Manager at LGT Wealth Management

West Midlands, England, United Kingdom

Overview

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.

Personality Overview

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.

Topics They Care 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.
Client Networking
Values face-to-face engagement, hosting and attending events like post-budget receptions and sports lunches to build strong client relationships.

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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Work History

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

Education

2016 - 2017
Chartered Wealth Manager Qualification from The Chartered Institute for Securities & Investment (The CISI)
2015 - 2015
Investment Management Certificate from CFA

More Information

Social Presence :

Prographics :

Exp : 12 Location : West Midlands, England, United Kingdom Job Level : Middle Designation : Investment Manager at LGT Wealth Management
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Insights For Selling To Rory

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Stress on the business value that your product offers
  • Make sure that you you respond to any queries from them quickly

DONT's

  • Don’t try to be an alpha salesperson, give them equal space
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Rory is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Rory

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Rory move?

  • Their decision making speed is somewhere in the middle.
  • Can Rory take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Rory

Personality Compatibility


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