Rob Travis

My focus is managing clients' wealth tailored to their individual requirements and financial objectives. It is particularly important to me to achieve a close personal dialogue with my clients and a detailed understanding of their circumstances in order to develop long-term relationships based on trust. I am proud to be entrusted to assist with the financial needs of a broad range of different clients, ranging from private individuals, high net-worth families, charities, trusts, and corporate/institutional monies. One area I specialise in is working with insurance companies, in particular financial mutuals, looking to optimise risk-adjusted returns from their investments, whilst accounting for their regulatory and capital requirements in order to meet their liabilities over the long-term. As part of my role, I work closely with clients' other professional advisers, such as financial advisers, to take a holistic approach to managing their wealth, including using appropriate tax mitigation options such as ISAs, pensions and offshore bonds, where appropriate.