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Robin Francis

Robin Francis

Robin Francis, CFA gained his experience working as an investment manager for the GBP 3 bn TRW institutional pension fund. There he managed almost GBP 1 bn of bonds and worked on its global investment strategy.

In 2011 he set up a private client investment practice, in conjunction with Raymond James, to invest long term capital such as personal pensions and Trusts. Robin has fourteen years experience working with both institutional clients and high net worth individuals.
The investment practice specialises in building bespoke absolute return and liability management portfolios. The latter are especially relevant to mature pension funds and income generating Trusts.

Raymond James Investment Services Limited is a rapidly growing wealth management business, a wholly owned subsidiary of Raymond James Financial, noted as one of the most admired securities companies in the world according to Fortune Magazine in 2014.

Website URL: http://www.rjis.co.uk

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Shorex is a specialist media group for the wealth management industry and the high-end luxury market. Our purpose is to provide our partners, delegates and visitors with an effective networking platform where they can forge productive relationships and come away with strong ideas... read more