26 January 2016

Sarah Soar Joins WMA Board

Sarah Soar, Head of Investment Management at JM Finn & Co will be joining the Wealth Management Association (WMA) Board of Directors with immediate effect.


Sarah began her career in 1984 at Brewin Dolphin in London. After moving into a Senior Management role, Sarah was appointed to the Brewin Dolphin Limited Board in 2003 and then to the Brewin Dolphin Holdings Board in 2007. She stepped down from Brewin Dolphin in March 2013 and joined JM Finn & Co as Head of Investment Management in January 2014. Sarah was appointed to the Council of the Institute of Directors in 2013.

Commenting on the announcement Sarah Soar said: “I have been part of the investment community for many years and am pleased to join the WMA board at a time of such change. I look forward to contributing to its continued success.”

Tim Ingram, Chairman of the WMA, said: “We are delighted to welcome Sarah to the WMA Board. Her experience across the industry will add a valuable perspective to our Board and I look forward to working with her.”

The Wealth Management Association (WMA) is a trade association whose aim is to ensure that business, regulatory, tax and other relevant changes across Europe are appropriate and proportionate for the investment community and their clients. 

The association represents 186 Wealth Management firms and Associate members of which 110 are full members who are wealth management and stockbroking firms that deal directly for over 4 million retail investors. The member firms manage in excess of £670 billion of wealth in the UK, Ireland, Channel Islands and Isle of Man, operate across more than 580 sites and employ over 32,000 staff to manage over 5.5 million client portfolios.