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Profil
Mr. Colin M.
Robertson is an Investment Manager at Charteris Treasury Portfolio Managers Ltd. He has over 40 years investment management & financial experience.
Mr. Robertson has held important and influential positions at some of the largest names in the financial sector including Aberdeen Asset Management, Cornelian, Gillespie MacAndrew LLP and Brown Shipley.
He has managed clients both on a discretionary and advisory basis in that time, across global markets and all sectors.
Mr. Robertson has demonstrated robust risk management skills and is extremely client focused.
He graduated with a MA in Accountancy from Aberdeen University and went on to acquire further qualifications including the London Stock Exchange exams as well as the LSE Private Client Futures and Options exams.
He is a Chartered Fellow of the Chartered Institute for Securities & Investment.
Anciens postes connus de Colin Moir William Robertson
| Sociétés | Poste | Fin |
|---|---|---|
Brown, Shipley & Co. Ltd.
 Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Gestionnaire de Portefeuille-Actions | 01/06/2015 |
Cornelian Asset Managers Ltd.
 Cornelian Asset Managers Ltd. Investment ManagersFinance Cornelian aims to protect and enhance its clients’ real wealth over time, whilst ensuring the level of investment risk taken is appropriate and agreed. The firm believes that global, unconstrained, multi-asset investing achieves superior risk adjusted returns. They use active management at all levels of the investment process from asset allocation through to the selection of individual investments. | Analyst-Equity | 12/11/2009 |
Charteris Treasury Portfolio Managers Ltd.
 Charteris Treasury Portfolio Managers Ltd. Investment ManagersFinance CTPM is an active, long-term manager which aims to preserve and grow their clients’ wealth over the long-term. The firm manages UK OEICs in the Fixed Income, Gold, Equity and across global markets. Their research focuses on identifying investment opportunities prioritizing long-term capital growth, sustainable income, and high liquidity. CTPM’s investment philosophy combines value-based fundamental and macro research with long-term cycle analysis of all major asset classes. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
35
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Brown, Shipley & Co. Ltd.
Brown, Shipley & Co. Ltd. Investment ManagersFinance Brown Shipley creates an investment plan that is adaptable and reflects client’s attitudes and aspirations. The firm has five investment profiles – cautious, income, balanced, growth and dynamic – which cover a broad range of personal objectives and investment approaches. Their investment types and asset classes include equities, fixed income, bonds, cash, collectives, alternatives and structured products. The investment policy committee oversees the firm’s research and asset management. | Finance |
Cornelian Asset Managers Ltd.
Cornelian Asset Managers Ltd. Investment ManagersFinance Cornelian aims to protect and enhance its clients’ real wealth over time, whilst ensuring the level of investment risk taken is appropriate and agreed. The firm believes that global, unconstrained, multi-asset investing achieves superior risk adjusted returns. They use active management at all levels of the investment process from asset allocation through to the selection of individual investments. | Finance |
Charteris Treasury Portfolio Managers Ltd.
Charteris Treasury Portfolio Managers Ltd. Investment ManagersFinance CTPM is an active, long-term manager which aims to preserve and grow their clients’ wealth over the long-term. The firm manages UK OEICs in the Fixed Income, Gold, Equity and across global markets. Their research focuses on identifying investment opportunities prioritizing long-term capital growth, sustainable income, and high liquidity. CTPM’s investment philosophy combines value-based fundamental and macro research with long-term cycle analysis of all major asset classes. | Finance |
