Robert Berkeley

Areas of expertise

UK and international private clients; bespoke family OEICs; trust structures; succession planning.

Experience

Rob provides guidance and advice on long-term investment strategies to private clients, in a wide variety of investment structures. He joined Smith & Williamson Investment management in 2012.

Notable client work and achievements

Rob is a Chartered Fellow of the Chartered Institute for Securities & Investment. Aside from his portfolio management responsibilities, Rob is the firm’s lead analyst for US equity strategies and a lead analyst within the consumer staples sector.

Professional qualifications and memberships

Chartered Fellow of the Chartered Institute of Securities and Investments.
CISI Wealth Manager Qualification (Level 7).
CFA Level 1.