HNW Wealth Managers
Wealth Managers
London
Financial planning
Investment management
HNW
Financial Services
Wealth Management & Private Banking
Liechtenstein
Monaco
Singapore
Switzerland
United Kingdom
Wealth adviser
Spear’s Review
Robin Eggar joined investment managers Brooks Macdonald in 2001 and currently heads both the firm’s day-to-day investment management function for the UK as well as its private client arm.
He tells Spear’s that the firm’s approach to private clients follows a simple formula: get to know the client and their goals, agree and implement a wealth plan, and then review the progress regularly. Its success, he says, is evident in the number of families who have stayed with the company across multiple generations.
Eggar holds a certificate in private client investment advice and management (PCIAM), as well as the industry-recognised investment management certificate (IMC) and the advanced financial planning certificate (AFPC). He is a chartered member of the Chartered Institute of Securities & Investment.
Rank: Recommended
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