Profil
Mr. Robert Allinson, CFA, is an Investment Manager at IFPC Ltd.
He is also the firm’s investment analyst and acts as a portfolio manager.
Mr. Allinson has more than 15 years of experience as an investment professional, having occupied senior portfolio management roles in a number of medium-sized wealth management firms, including Heartwood Wealth Management and Principal Investment Management.
At Heartwood, he was responsible for establishing the firm’s multi-manager portfolio strategies.
He joined IFPC in 2013 in order to lead the investment research effort, manage private client portfolios and also to contribute to IFPC’s growth through the launch of a Sevenoaks office.
Postes actifs de Robert Allinson
| Sociétés | Poste | Début |
|---|---|---|
IFPC Ltd.
 IFPC Ltd. Investment ManagersFinance IFPC Ltd., do-business-as IFPC Wealth Management, is an asset management firm headquartered in St. Albans, UK. The firm was founded in 1988 and is a subsidiary of BDF Financial Holdings Ltd. IFPC Wealth Management offers independent advice, planning and discretionary investment management services to individuals, trustees and business owners. | Directeur de la Recherche - Actions | 01/09/2013 |
Anciens postes connus de Robert Allinson
| Sociétés | Poste | Fin |
|---|---|---|
Principal Investment Management Ltd.
 Principal Investment Management Ltd. Financial ConglomeratesFinance Principal Investment Management Ltd. (PIM) is the fund management subsidiary of Sanlam Private Investments (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Founded in 1987, PIM has offices in Sevenoaks, London and Bath. The firm manages funds for private individuals, trusts, charities and corporate clients. | Gestionnaire de Portefeuille-Actions | 01/10/2012 |
Handelsbanken Wealth & Asset Management Ltd.
 Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Directeur de la Recherche - Actions | 01/10/2008 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Principal Investment Management Ltd.
Principal Investment Management Ltd. Financial ConglomeratesFinance Principal Investment Management Ltd. (PIM) is the fund management subsidiary of Sanlam Private Investments (UK) Ltd., itself a subsidiary of Sanlam Ltd. (JH: SLM) in South Africa. Founded in 1987, PIM has offices in Sevenoaks, London and Bath. The firm manages funds for private individuals, trusts, charities and corporate clients. | Finance |
IFPC Ltd.
IFPC Ltd. Investment ManagersFinance IFPC Ltd., do-business-as IFPC Wealth Management, is an asset management firm headquartered in St. Albans, UK. The firm was founded in 1988 and is a subsidiary of BDF Financial Holdings Ltd. IFPC Wealth Management offers independent advice, planning and discretionary investment management services to individuals, trustees and business owners. | Finance |
Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken Wealth & Asset Management Ltd. (Handelsbanken) is a wealth management firm headquartered in London, UK. The firm was founded in 1988 and rebranded as Heartwood Wealth Management Ltd. in 2020. They became a direct wholly owned subsidiary of Handelsbanken Plc in 2013, which is ultimately owned by of Svenska Handelsbanken AB (STO: SHB.A, SHB.B) in Sweden. Handelsbanken manages portfolios for private clients and offers investment management services directly to charities, institutions and individuals through professional intermediaries. | Finance |
