Harjot Wahiwala

Our people

Investment Management Assistant

“People put their trust in people; this is especially important when Charity investments are concerned. It’s our exceptional team of experts that you can truly depend on to make your money go further.”
Locations
Birmingham
Phone number
+44121 710 3526

Harjot is an Investment Management Assistant based in our Birmingham office. She is an altruist and an integral and part of the Midlands Charity team which exclusively specialises in the bespoke discretionary management of investment portfolios for Charities. She supports the Senior Investment Managers across the region by attending investment meetings and pitches with clients and charity trustees. She also manages on desk client report dissemination and thoroughly enjoys connecting with trustees through seminars and trainings hosted by the team.

Harjot started her career in financial services at Goldman Sachs in 2017 and joined RBC Brewin Dolphin in 2022. As an Associate of the Chartered Institute for Securities & Investments, she is studying towards completing her Chartered Wealth Management Qualification and looks forward to increasing awareness and access to investment advice, within her local charity networks.

Contact Harjot Wahiwala