SARAH KIRBY

BREWIN DOLPHIN

Category
HNW Wealth Managers
Company Size
UK

The past 12 months have been supported by ‘very strong markets which have defied a lot of people’s expectations’, says Brewin Dolphin’s Sarah Kirby. ‘The important thing is to look behind those headlines and take the emotion out of investing,’ the seasoned divisional director asserts. ‘We need to reassure them we are able to diversify their portfolios well enough to weather whatever potential outcomes may arise out of political change.’ Kirby also notes a move away from conventional asset allocation benchmarks, with volatility as a key indicator. Kirby explains: ‘It liberates you – it means you’re not stuck in the old-fashioned view of having portfolios allocated by geography.’

Sarah Kirby