Robert Tod
Investment Manager
London
What attracted you to a career in wealth management?
I have known about the wealth management industry from a very young age, thanks to my father, whose long career in the field sparked my interest. Growing up, I found the industry fascinating and knew early on that I wanted to pursue a career in this area. The opportunity to help people achieve their financial goals and build lasting relationships with clients is incredibly rewarding.
How do you work with / look after clients?
Each day, I start by reviewing the latest market news and trends to stay informed about any developments that might impact my clients' portfolios. Actively managing client portfolios is a key part of my role, ensuring that investment strategies are aligned with market conditions and client goals. Proactive communication and tailored advice that aligns with each client's unique financial objectives is one of the most important aspects of my role.
What are your interests outside of work?
Outside of work, I enjoy playing hockey, walking my dog, and engaging in various DIY projects. I also love sailing, although I don't get the chance to do it as often as I'd like!