Women in Wealth Networking Drinks

8th March 2018


This is a free event for members

The Women in Wealth event series has been designed to provide a platform for candid discussion amongst professionals within the world of wealth.

This event will provide access to the UK’s top professionals in the investment management and financial advice industry, to meet people who can contribute to your success and be inspired and motivated to drive your career forward.

  • Overview

  • Agenda

  • Speakers

  • Sponsor

Sarah Soar, Head of Investment Management, JM Finn & Co:

Sarah started her career in finance in 1984 at the independent private client investment manager, Brewin Dolphin in London. After seven years she was head hunted to Seymour Pierce Butterfield to run a client base in their London office. After two years she moved to Wiltshire to run their Marlborough office and two years later took the branch to Brewin Dolphin. Seven years ago she moved into a senior management role and became Regional Managing Director for the South and subsequently ran the London office for three years. Sarah was appointed to the Brewin Dolphin Limited Board in 2003 and was then appointed to the Brewin Dolphin Holdings Board in 2007 and was the first female executive director of Brewin Dolphin. Sarah was heavily involved in the implementation of a major group strategy as a National Director and was Business Development Director for the Group. She stepped down from Brewin Dolphin in March 2013 and joined JM Finn as Head of Investment Management in January 2014. Sarah was appointed to the Council of the Institute of Directors in 2013 and sits on their Nomination Committee. Sarah strongly believes in a greater representation of women at board level but does not support the idea of quotas and is happy to support bodies dealing with these issues. In addition, Sarah is Chairman of the Governors of St Francis School, Pewsey, Wiltshire, which has around 260 pupils and feeds a number of secondary schools including Marlborough College. As the mother of two daughters aged 21 and 19, she is keen to see that girls have the option to pursue any career of their choice by ensuring that they are aware of all opportunities available to them, some of which may be seen as more male orientated such as wealth management.