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Profil
Mr. Robert Allinson, CFA, is an Investment Manager at IFPC Ltd. He is also the firm’s investment analyst and acts as a portfolio manager.
Mr. Allinson has more than 15 years of experience as an investment professional, having occupied senior portfolio management roles in a number of medium-sized wealth management firms, including Heartwood Wealth Management and Principal Investment Management.
At Heartwood, he was responsible for establishing the firm’s multi-manager portfolio strategies.
He joined IFPC in 2013 in order to lead the investment research effort, manage private client portfolios and also to contribute to IFPC’s growth through the launch of a Sevenoaks office.
Postes actifs de Robert Allinson
| Sociétés | Poste | Début |
|---|---|---|
IFPC Ltd.
 IFPC Ltd. Investment ManagersFinance IFPC Wealth Management provides multi-asset investment solutions (strategies) based on a range of factors including their client’s personal financial circumstances, attitude to risk, age, health, existing investments, employment prospects and understanding of financial markets. | Directeur de la Recherche - Actions | 01/09/2013 |
Anciens postes connus de Robert Allinson
| Sociétés | Poste | Fin |
|---|---|---|
Principal Investment Management Ltd.
 Principal Investment Management Ltd. Financial ConglomeratesFinance PIM is a team-oriented, research-based manager which follows a structured approach to portfolio management. Rather than selecting stocks, the firm seeks to create and maintain a balance between different asset types, geographical markets and industry sectors. They reduce risk by holding a diversified portfolio, without undue concentration in any single stock or market sector. The firm uses equities and equity-based funds to create the potential for capital growth and uses fixed-income, securities or cash to create the appropriate portfolio balance. PIM's managed fund portfolio service offers unit trusts, OEICs and investment trusts to investors, providing diversified market exposure and helping to spread risk. The firm's research process helps managers to select investments from their core list of recommended funds, seeking to provide a balance between UK and overseas markets and between different categories of funds. PIM's directly invested portfolio provides a personalized portfolio of individual stocks and shares, concentrating on high quality investments in mainstream markets, with an emphasis on the leading 350 UK companies. The firm does not manage any in-house funds. | Gestionnaire de Portefeuille-Actions | 01/10/2012 |
Handelsbanken Wealth & Asset Management Ltd.
 Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities. | Directeur de la Recherche - Actions | 01/10/2008 |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
62
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Principal Investment Management Ltd.
Principal Investment Management Ltd. Financial ConglomeratesFinance PIM is a team-oriented, research-based manager which follows a structured approach to portfolio management. Rather than selecting stocks, the firm seeks to create and maintain a balance between different asset types, geographical markets and industry sectors. They reduce risk by holding a diversified portfolio, without undue concentration in any single stock or market sector. The firm uses equities and equity-based funds to create the potential for capital growth and uses fixed-income, securities or cash to create the appropriate portfolio balance. PIM's managed fund portfolio service offers unit trusts, OEICs and investment trusts to investors, providing diversified market exposure and helping to spread risk. The firm's research process helps managers to select investments from their core list of recommended funds, seeking to provide a balance between UK and overseas markets and between different categories of funds. PIM's directly invested portfolio provides a personalized portfolio of individual stocks and shares, concentrating on high quality investments in mainstream markets, with an emphasis on the leading 350 UK companies. The firm does not manage any in-house funds. | Finance |
IFPC Ltd.
IFPC Ltd. Investment ManagersFinance IFPC Wealth Management provides multi-asset investment solutions (strategies) based on a range of factors including their client’s personal financial circumstances, attitude to risk, age, health, existing investments, employment prospects and understanding of financial markets. | Finance |
Handelsbanken Wealth & Asset Management Ltd.
Handelsbanken Wealth & Asset Management Ltd. Investment ManagersFinance Handelsbanken is an active, global multi-asset manager which seeks to deliver strong, long-term risk-adjusted returns. The firm spreads investments across a range of different assets and markets to reduce portfolio risk. Their multi asset strategies provide convenient and cost-effective access to a diverse range of asset classes, including shares, bonds, property and alternatives through a single portfolio. Each of the firm’s strategies has a target return benchmark and aims to deliver a positive real return (that is, after the effects of inflation are removed) over a rolling five-year period. Handelsbanken’s investment process is largely driven by top-down considerations. They have a multi-layered approach to investing, based on geography, sector, theme, style, capitalization and currency, and look for undervalued areas which they believe will offer long-term opportunities. | Finance |
