Client Services Director, Family Office
Robert joined Altum in 2023 as a Client Service Director in the Jersey Family Office team.
In his role, he has full oversight of clients’ structures and ensures that they are tailored and administered in an efficient and professional manner. As a strategic point of contact, his team provide a dedicated, personalised service compliant with regulatory requirements.
With more than 30 years in the finance industry, Robert has worked for both international and boutique firms. He joins from Equiom (Jersey) Limited where he was a Senior Manager and prior to that JTC where he held the role of Associate Director, both roles being in their Private Wealth teams.
Robert holds a ICSA Dip, and is a Member of IoD and CMI (Chartered Management Institute).