Rob is responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions.
Rob works as a Senior Investment Director and provides investment advice around portfolio construction/asset allocation as well as ensuring assets are structured tax efficiently.
Rob began his career over 20 years ago at Barclays, working for both Barclays Stockbrokers and Barclays Wealth, before joining Merrill Lynch Wealth Management in 2010. Rob moved to Julius Baer as part of the acquisition of Merrill Lynch’s International Wealth management in 2014, before progressing to Investec in 2017.
Rob holds a Bsc (Honours) in Business Studies with History from the University of Surrey and is a Fellow of the Chartered Institute for Securities & Investment (CISI).
A farmer’s son from Suffolk and a keen sportsman, Rob enjoys rugby, shooting and golf.