Robert Allinson, CFA
Associate Director - Managed Funds

 

Graduating from Bristol University, Robert has over 12 years of experience as an investment professional and is a member of the CFA Institute.

Robert joined the business in 2001 in order to create and develop the Multi-Manager Service.  He leads the fund research and selection for all multi-manager equity funds, manages a broad range of segregated client portfolios and is the lead manager for our fund of funds, the CF Heartwood Pedigree Equity and Pedigree Equity Income funds.

Direct Line: 01892 701828
Direct Fax:  01892 701804

robert.allinson@heartwoodwealth.com

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