Robert has extensive and valuable experience from a long career in financial services. He entered the wealth profession at Natwest Investments, before several years at Coutts & Co, where he completed his investment qualifications. He worked as a senior investment manager at Close Brothers, then at Principal Investment Management from 2006. Principal was merged into Sanlam Private Wealth in 2008, which in 2022, became atomos.
Robert’s main responsibilities are managing investments for private clients, trusts, charities and families, particularly those with assets in excess of £500,000. The portfolio management team also works with independent financial advisers to provide investment services to their clients.