![Will Roberts](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. William P.
Roberts is a Senior Investment Director at Rathbones Investment Management Ltd.
Mr. Roberts started his career at BWD Rensburg in Liverpool in 2000 until he left to join UBS in London six years later.
After three years in the capital he returned to Liverpool with Charles Stanley before joining Rathbones.
He also worked as an Investment Manager by Vestra Wealth LLP.
Over his career, Mr. Roberts has managed the investments of private clients, trusts and charities within a variety of investment wrappers.
He graduated from the University of Bristol with a BSc in economics and politics.
He is a Fellow of the CISI which gives him FCSI status and he is also a Chartered Wealth Manager.
Will Roberts active positions
| Companies | Position | Start |
|---|---|---|
Rathbones Investment Management Ltd.
 Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Director of Investments | 04/11/2014 |
Former positions of Will Roberts
| Companies | Position | End |
|---|---|---|
LGT Wealth Management UK LLP
 LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Portfolio Manager-Equities | 01/05/2009 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
62
1st degree connections
2
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Rathbones Investment Management Ltd.
Rathbones Investment Management Ltd. Investment ManagersFinance RIM’s investment processes include asset allocation and investment selection. Their stock selection process focuses on the characteristics of each asset class: fixed interest stocks and bonds, equities, and Collective Investment Vehicles (CIVs), including property CIVs. | Finance |
LGT Wealth Management UK LLP
LGT Wealth Management UK LLP Investment ManagersFinance LGT WM UK is an active manager which offers a personalized, flexible, direct approach to investment planning and management across multiple asset classes. The firm prioritizes long-term value creation over short-term profit maximization. They have access to the resources and expertise of leading global investment firms, while retaining the flexibility to source niche opportunities to suit individual client needs. LGT WM UK allocates assets based on clients’ specific risk and return profitability and modern portfolio theory and advise on strategies which will enhance net returns through appropriate tax planning. | Finance |
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