Robert brings with him significant experience in advising major UK and international families in their wealth strategies and investments. Prior to Vestra, Robert spent 10 years as a Director and Senior Private Banker at Barclays Wealth and Investment Management where he specialised in resident non-domicile clients and sat on the Investment Committee. Before this, he worked at Morgan Stanley and JP Morgan investment banks.
Vestra Wealth was created by Founding and Senior Partner, David Scott, in 2008 as an impartial adviser, deliberately avoiding manufacturing its own in-house products, due to the potential conflict of interest this can create.
Vestra Private Office was established to meet the gap at the top end of the market to provide wide-ranging, in-depth wealth management advice and services in the manner of an ‘outsourced family office’. The Private Office is staffed with a number of highly experienced wealth managers, bankers and family office professionals whose objective is to provide an integrated service looking after a client’s best interests, financial needs and aspirations.
Natasa Williams, Partner and Head of Vestra Private Office said: “Robert is a great fit for the Private Office team. He has earned the trust and respect of his clients and was attracted to Vestra by our focus on doing what is right for the client at all times. He enhances our ability to provide a quality service to our private office clients”.