Robert W. Email & Phone Number

Robert H. Whelan is a seasoned finance professional with extensive experience in wealth management, investment analysis, and public markets. Having trained as a Chartered Accountant in Dublin, Robert has built a diverse career with roles at KPMG, CNB, NCBFG, and Cantor Fitzgerald, where he managed portfolios, advised high-net-worth individuals, and developed client-centric investment strategies.Robert specializes in crafting tailored financial solutions for high-net-worth and ultra-high-net-worth clients, focusing on public equities, private equity, and fixed income. His work spans multiple jurisdictions, splitting his time between the Cayman Islands and Ireland, mirroring the aspirations of his global clientele.With a strong interest in secular growth trends such as artificial intelligence, digitalization, and decarbonization, Robert keeps his clients positioned to capitalize on transformative market opportunities. His ability to anticipate market shifts and integrate these themes into long-term investment strategies ensures clients are well-prepared for a rapidly evolving financial landscape.Robert’s career reflects a commitment to proactive investment management, portfolio rebalancing, and thoughtful wealth planning—helping clients confidently navigate complex financial environments and achieve their long-term goals.