- Experienced Investment Director- Sustainable & Impact Portfolio Manager for private clients and charities- PAM Award 2020; Investment Performance- RDR Level 7 CISI Chartered Wealth Manager Qualification- Qualified- Chartered Fellow of The Chartered Institute For Securities & Investment (FCSI)
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Investment DirectorEvelyn Partners Jul 2022 - PresentLondon, GbPrivate client Investment Management for HNW individuals, entrepreneurs and business owners.Serving financial advisors, solicitors, other professional service firms and their clients.Member of the Charities Investment Management team. -
Investment DirectorQuartet Investment Managers Jul 2017 - Jul 2022Richmond, Surrey, GbPrivate Client Discretionary Portfolio Management with a focus on Sustainable and Impact investing -
Investment SpecialistSantander Private Bank Apr 2016 - Jul 2017Boadilla Del Monte, Madrid, EsPrivate banking investment specialist with the central London team -
Discretionary Investment ManagerHsbc Nov 2012 - Apr 2016London, GbDiscretionary Wealth Management Team -
Investment AdministratorQuilter Cheviot Ltd Apr 2011 - Nov 2012London, Gb
Oliver Robson Skills
Oliver Robson Education Details
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Newcastle UniversityAccounting -
Cranleigh SchoolTheology
Frequently Asked Questions about Oliver Robson
What company does Oliver Robson work for?
Oliver Robson works for Evelyn Partners
What is Oliver Robson's role at the current company?
Oliver Robson's current role is Investment Director at Evelyn Partners.
What schools did Oliver Robson attend?
Oliver Robson attended Newcastle University, Cranleigh School.
What skills is Oliver Robson known for?
Oliver Robson has skills like Stakeholder Management, Private Client Services, Pensions, Fixed Income, Account Management, Private Clients, Valuation, Portfolio Management, Investments, Bloomberg, Relationship Management, Asset Allocation.
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