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Company

Rathbones

Position

Director

Index

HNW Wealth Managers

Location

London

Advice type

Impact investing

Investment management

Portfolio management

Client type

Charities

HNW

Sector Focus

Financial Services

Investments and Asset Management

Wealth Management & Private Banking

Robert Szechenyi

Spear’s Review

At Rathbones, Robert Szechenyi runs a three-person team that manages portfolios for high-net-worth individuals, charities, personal pension schemes and family trusts, overseeing around £750 million of assets.

‘I speak to more and more clients who want to know about ethical investing and its performance impact,’ he says. ‘Twenty years of investment performance history have quelled most fears about under-performance of portfolios managed to ethical mandates.’

Szechenyi, who was shortlisted in the Future Leader in Private Client category at the 2019 Spear’s Awards, is a fellow of the Chartered Institute for Securities and Investment and a member of the Rathbones Collective Funds Investment Committee. He has overall responsibility for structured products for the group.

Rank: Recommended

Recommended 2025, HNW Wealth Managers

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