Robert Allinson, CFA
Robert Allinson, CFA is the firm’s investment analyst and acts as a portfolio manager. Robert 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, Robert was responsible for establishing the firm’s multi-manager portfolio strategies and successfully managed this unit for more than 7 years, producing consistently credible performance results for assets in excess of £500m. 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.