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Will Roberts Location
Liverpool, GB
Will Roberts Work
Investment Director - Rathbones Group Plc @ (November 2014 - Present)
Chartered Wealth Manager, FCSI @ (February 2010 - October 2014)
Associate Director @ (June 2008 - April 2009)
Associate Director @ (November 2006 - June 2008)
Associate Director @ Rensburg Sheppards (August 2000 - October 2006)
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 2 emails on RocketReach.
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