
Emily Groom
Investment Director
I have worked at Investec since 2006. Having started my career as an administrator I now look to offer holistic investment management to private clients, and to build bespoke portfolios that look to meet their long-term financial goals.
I am an Investment Director focussing on managing investments for private clients and trusts.
I was involved in scouting from an early age, which taught me how much I am capable of doing and how much more we are capable of when we work together, as well as igniting my love of wild places. Being one of the first female Scouts in Australia I also enjoyed confounding the expectations of adults.
I particularly enjoy the “small” highlights: when a client feels more comfortable about their financial position, or is able to assist a family member when they are in need, or retires and enjoys the trip of a lifetime.
Always ask questions. I started with Investec as a secretary, and after finding the letters I was typing interesting I started asking colleagues to explain. Everything started from those questions!
Back yourself, and don’t worry about making mistakes because you will learn from them.
Keep asking questions, and keep an open mind. Opportunities arise in the most unexpected places.
After moving to the UK from Australia in 1998 I found myself, five years later, alone with no family and a small child. It was a steep learning curve but I came out stronger and discovered that my daughter and I make a fantastic team.
I like to think things through, make a plan and then work through it as logically as possible.
I enjoy the feeling of having helped, but I really love being able to explain something to a client that they have been concerned about, and helping them feel confident in their financial decision making.
Because different backgrounds and perspectives bring different ideas and solutions.
My parents.
Being trapped.
Abseil down the Spinnaker Tower in Portsmouth while wearing a onesie.
Making a good life here for myself after a very rocky start.
Lying in a field watching the sky.
If you don’t try, you will never succeed.
Eleanor Roosevelt.
Olio.
Occasionally panic, but always a list.
What I feel passionate about both professionally and personally…
Professionally, I am passionate about helping people meet their financial goals and working together to understand their needs and how we are aiming to address them. Personally, I am a huge dog lover and am passionate about environmental issues and conservation.
How do I stay motivated at work and at home?
I focus on the end goal. Also coffee!
Emily.Groom@Rathbones.com
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