St. James’s Place Wealth Management
Robin Ellis, CFA, currently serves as the Director of Multi Asset Portfolio Management at St. James’s Place Wealth Management since April 2018, overseeing the construction and management of multi-asset funds and portfolios tailored to various client risk profiles. Prior experience includes roles as a Portfolio Analyst and Fund Manager at Smith & Williamson from September 2012 to April 2018, where responsibilities included designing multi-asset portfolios and conducting macroeconomic and credit analysis for pension clients. Additionally, an earlier position as an Investment Analyst at City Asset Management from June 2010 to September 2011 involved sector coverage for Europe and Japan, along with the development of investment screening systems. Robin Ellis holds a Bachelor of Science (BSc) in Economics from the University of Bath, earned between 2008 and 2012.
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St. James’s Place Wealth Management
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Financial planning solutions from expert financial advisers. St. James's Place offers effective wealth management and financial planning advice to individuals, trustees and businesses. Find out more about investing with St. James’s Place.