Company
Index
HNW Wealth Managers
Wealth Managers
Location
London
Advice type
Financial planning
Investment management
Client type
HNW
Sector Focus
Financial Services
Wealth Management & Private Banking
Geographical focus
Liechtenstein
Monaco
Singapore
Switzerland
United Kingdom
Customer type
Wealth adviser
Robin Eggar
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
Recommended 2024, HNW Wealth Managers