Richard Roberts
Richard Roberts
Senior Investment Director
Richard Roberts
Senior Investment Director
London
My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Rathbones’ excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners and accountants to ensure client objectives are met in the most tax efficient way.
My priority is to help my clients achieve their long term financial objectives. I construct and manage tailored investment portfolios that are suitable for their present and future needs, taking into account their current position, requirements, risk levels and objectives. I manage assets on behalf of private individuals, charities, trusts and personal pension schemes using Rathbones’ excellent in-house research team to monitor and tailor these portfolios. I will often work closely with client advisors, financial planners and accountants to ensure client objectives are met in the most tax efficient way.