Rob Travis

Rob focuses on managing clients’ wealth in a way that is tailored to their individual requirements and financial objectives. He places great importance on establishing a close personal dialogue with each client and gaining a detailed understanding of their circumstances, with the goal of developing long-term relationships built on trust.

Rob is proud to be entrusted with assisting a broad range of clients, including private individuals, high-net-worth families, charities, trusts, and corporate or institutional investors. One of his key areas of specialisation is working with insurance companies—particularly financial mutuals—to help them optimise risk-adjusted returns from their investments while taking into account regulatory and capital requirements to meet long-term liabilities.

In his role, Rob also collaborates closely with clients’ other professional advisers, such as financial planners, to provide a holistic approach to wealth management. This includes the use of appropriate tax mitigation strategies such as ISAs, pensions, and offshore bonds where suitable.