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Robert Barron, Chartered Fcsi Email & Phone Number
Associate Investment Director
at
Killik & Co
1 work email found
@killik.com
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Investment Director
Location
London, England, United Kingdom
Who is Robert Barron, Chartered Fcsi? Overview
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Quick answer
Robert Barron, Chartered Fcsi is listed as Associate Investment Director at Killik & Co, based in London, England, United Kingdom. AeroLeads shows a work email signal at killik.com and a matched LinkedIn profile for Robert Barron, Chartered Fcsi.
Robert Barron, Chartered Fcsi previously worked as Senior Investment Manager at Killik & Co and Investment Manager at Killik & Co.
Company email context
Email format at Killik & Co
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*@killik.com
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Profile bio
About Robert Barron, Chartered Fcsi
I am incredibly passionate about Financial and Investment education - something that I feel should be encouraged from a young age. Along with our various pieces of educational content, I am always happy to sit down and have a conversation to share my experiences, explain topics that may be difficult to understand, or point you in the right direction if I am unable to help personally.As an Associate Investment Director within our Charities Team, I help charities achieve their financial goals, better manage their cash reserves and ensure they are complying with their Investment Policy Statement.I also work with individuals and professional investors of all levels of wealth and experience to Save, Plan & Invest tax efficiently, for their family's future.There is no one size fits all approach to investing and my goal is to provide individuals, charities, and corporations with an entirely personal investment strategy that can adapt and evolve as you need it to. In particular, I will help you to:► Construct a diverse global portfolio of Equities, Fixed Income & Alternative assets.► Better understand the relationship between risk and return.► Increase your understanding of financial markets, whilst investing for you & the future of your family.► Tax efficiently structure your vested employee share options.I am dedicated to building successful, long term relationships with my clients, and keen to connect with:► Trustee's of Charities.► Business owners and directors looking to improve their investment tax efficiency.► Individuals with excess income, seeking to save more efficiently.► Existing investors seeking a review of their current portfolio.Equally, many of my clients come through recommendation/referral - particularly from Accountants, Lawyers and Solicitors. I am focused on increasing my local business network, particularly within Cambridgeshire. Please message/connect with me if you would like to discuss further.
Listed skills include Investments, Financial Markets, Stock Market, Securities, and 14 others.
Current workplace
Robert Barron, Chartered Fcsi's current company
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6 roles
Robert Barron, Chartered Fcsi work experience
A career timeline built from the work history available for this profile.
Associate Investment Director
Current- Killik & Co is an independently-owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years. We pride ourselves on being innovative in our approach.
- Providing Advice and/or Investment Management to a variety of clients.
- These can include Charities, Individuals, Directors of listed companies and Family Investment Companies.
- Guide on the tax efficiency of individual assets, along with where they should be held within wider portfolios.
Jul 2024 - Present
Senior Investment Manager
- Killik & Co is an independently-owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families for over 35 years. We pride ourselves on being innovative in our approach.
- Providing Advice and/or Investment Management to a variety of clients.
- These can include Charities, Individuals, Directors of listed companies and Family Investment Companies.
- Guide on the tax efficiency of individual assets, along with where they should be held within wider portfolios.
Jan 2023 - Jul 2024
Investment Manager
- I joined Killik & Co. in 2017 and work alongside one of our Partners in Mayfair. Killik & Co is an independently-owned, award-winning wealth manager, advising clients on how to save, plan and invest for their families.
- Advising on investment portfolios, with emphasis on individual equities and fixed income, in addition to collective investments.
- Optimising tax efficiency within portfolios.
- Providing recommendations via bottom up and thematic analysis.
- Ensuring efficient trade execution.
Oct 2017 - Jan 2023
Senior Private Client Investment Advisor
Collins Sarri Statham Investments (CSS Investments) is a privately owned stockbroking firm helping clients build customised investment portfolios that fit each individual’s objectives.CSS was born out of the frustration of its founders. Each spent over 15 years working for larger stockbroking firms and each became despondent at the way things were done.
Jan 2014 - Oct 2017
Account Executive
Working closely alongside two of the Senior Brokers/Analyst, my role was to build client relationships whilst broadening my knowledge of the financial markets and macro economics. Aside of my day to day role as an Account Executive, I Studied vigorously to pass my Level 4 Investment Advice Diploma's in both Securities and Derivatives, thus becoming RDR.
Sep 2011 - Dec 2013
FAQ
Frequently asked questions about Robert Barron, Chartered Fcsi
Quick answers generated from the profile data available on this page.
What company does Robert Barron, Chartered Fcsi work for?
Robert Barron, Chartered Fcsi works for Killik & Co.
What is Robert Barron, Chartered Fcsi's role at Killik & Co?
Robert Barron, Chartered Fcsi is listed as Associate Investment Director at Killik & Co.
What is Robert Barron, Chartered Fcsi's email address?
AeroLeads has found 1 work email signal at @killik.com for Robert Barron, Chartered Fcsi at Killik & Co.
Where is Robert Barron, Chartered Fcsi based?
Robert Barron, Chartered Fcsi is based in London, England, United Kingdom while working with Killik & Co.
What companies has Robert Barron, Chartered Fcsi worked for?
Robert Barron, Chartered Fcsi has worked for Killik & Co and Collins Sarri Statham Investments Ltd.
How can I contact Robert Barron, Chartered Fcsi?
You can use AeroLeads to view verified contact signals for Robert Barron, Chartered Fcsi at Killik & Co, including work email, phone, and LinkedIn data when available.
What skills is Robert Barron, Chartered Fcsi known for?
Robert Barron, Chartered Fcsi is listed with skills including Investments, Financial Markets, Stock Market, Securities, Customer Service, Trading, Equities, and Derivatives.
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