Robert Price

Robert Price

Senior Investment Director
London skyline

About me

I am responsible for managing investment portfolios on behalf of high-net-worth individuals, families and institutions.

I work as a Senior Investment Director and provide investment advice around portfolio construction/asset allocation as well as ensuring assets are structured tax efficiently.

Background/Experience

I began my career over 20 years ago at Barclays, working for both Barclays Stockbrokers and Barclays Wealth, before joining Merrill Lynch Wealth Management in 2010. I moved to Julius Baer as part of the acquisition of Merrill Lynch’s International Wealth management in 2014, before progressing to Investec in 2017.

Qualifications

I hold a Bsc (Honours) in Business Studies with History from the University of Surrey and I am a Fellow of the Chartered Institute for Securities & Investment (CISI).

Interests

I am a farmer’s son from Suffolk and a keen sportsman, I enjoy rugby, shooting and golf.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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