2014 -
now Investment Director - Rathbones Group Plc @
2010 -
2014 Chartered Wealth Manager, FCSI @
2008 -
2009 Associate Director @
2006 -
2008 Associate Director @
2000 -
2006 Associate Director @ Rensburg Sheppards
Will Roberts Education
University of Bristol
Bachelor of Science (BSc) (Economics and Politics)
1996
-
1999
Birkenhead School 1989
-
1996
Will Roberts Skills
Investments
Equities
Wealth Management
Trusts
Portfolio Management
Asset Management
Chartered FCSI
SIPPs
Charities
Stockbroking
Discretionary Investment Management
Advisory Investment Management
Execution Only Dealing
ISAs
Marketing
Microsoft Excel
Strategic Planning
Sales
Will Roberts Summary
Will Roberts, based in Liverpool, GB, is currently a Investment Director - Rathbones Group Plc at Rathbones Group Plc. Will Roberts brings experience from previous roles at Charles Stanley, Vestra Wealth LLP, UBS Wealth Management and Rensburg Sheppards. Will Roberts holds a 1996 - 1999 Bachelor of Science (BSc) in Economics and Politics @ University of Bristol. With a robust skill set that includes Investments, Equities, Wealth Management, Trusts, Portfolio Management and more. Will Roberts has 1 emails on RocketReach.
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