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Director of Client Relations

Sarah Whitman

Podcasting operational change management inside of workflows to establish a framework. Taking seamless key performance indicators offline to maximise the long tail. Keeping your eye on the ball while performing a deep dive

Professional Skills

Planning 80%
Consulting 95%
Management 89%
Development 90%

Experience & Activities

Sarah Whitman leads Bedrock Broker’s Client Relations division with a dedication to building meaningful, long-lasting partnerships. With a career grounded in wealth management and institutional advisory, Sarah is responsible for ensuring that every client interaction reflects the firm’s values of trust, integrity, and excellence.

She has an innate ability to connect with diverse clients—from families seeking wealth preservation to multinational corporations navigating complex investments. Sarah’s personalized approach and commitment to transparency have earned her recognition as one of the most client-focused leaders in the industry.

Under her leadership, the division has strengthened Bedrock Broker’s global reputation for bespoke service, consistently achieving high satisfaction and loyalty rates. Sarah believes that financial consulting is not just about delivering solutions but about understanding people, their goals, and their aspirations—and then walking with them every step of the way.