Robert Allen
Managing Partner at Stein International Investment Management- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Stuart Dow
I have worked with Rob for 10 years. His easy going ,friendly & professional manner makes the working relationship very effective. Rob delivers on time with no fuss. I'd highly recommend him to all. Stuart Dow
Stuart Dow
I have worked with Rob for 10 years. His easy going ,friendly & professional manner makes the working relationship very effective. Rob delivers on time with no fuss. I'd highly recommend him to all. Stuart Dow
Stuart Dow
I have worked with Rob for 10 years. His easy going ,friendly & professional manner makes the working relationship very effective. Rob delivers on time with no fuss. I'd highly recommend him to all. Stuart Dow
Stuart Dow
I have worked with Rob for 10 years. His easy going ,friendly & professional manner makes the working relationship very effective. Rob delivers on time with no fuss. I'd highly recommend him to all. Stuart Dow
Credentials
-
CII Member - DIP PFA
Chartered Insurance InstituteMar, 2010- Nov, 2024 -
EFPA
European Financial Advisor -
FEIFA
federation of European independent financial advisors
Experience
-
Stein International Investment Management
-
Gibraltar
-
Financial Services
-
1 - 100 Employee
-
Managing Partner
-
Jun 2019 - Present
✔️I look after the investment needs of global English speaking professionals, entrepreneurs and HNW families. ✔️In our view, there are just three major components to maximising our client’s wealth: 1. Performance: where your money is invested and with whom? 2. Service and ongoing investment monitoring 3. Charges ⚫ The new investment landscape has changed. Right now, what are the right funds, companies, countries and sectors to invest in? Should you invest into oil or home delivery companies, retail companies or tech, Europe or Far East? ✔️For us, investing with the brightest investment managers who have their fingers on the global economic investment pulse is vital. ✔️Our carefully selected managers have their own views and answers to those questions, repositioning your wealth accordingly in a quickly changing world... ✔️Stein’s Expertise – Money in the right place ✔️We are gatekeepers to handpicked quality institutions. Selecting the brightest talents with strong track records provides our clients with a “basket” or portfolio of the top-performing funds. ✔️The funds selected have differing views and investment strategies from each other. As no one is always right, spreading the best alternative ideas reduces risk and helps maximise returns. ✔️Monitoring ✔️We monitor our exclusive “Best of Breed” portfolios on an ongoing basis, replacing and promoting funds that prove their worth. Often this can be simply be due to changing economic cycles or new global opportunities. “Unfair charges reduce your returns…” ✔️Charges drag your investment performance. At Stein you have a first-class investment portfolio, full of the world's top funds, but with low transparent and fair charges. Show less
-
-
-
Virtus
-
United Kingdom
-
Founding Director
-
Jun 2013 - Present
Specialising in the Private Equity, whilst running a small Family Office designed to provide for the financial needs of a wealthy UK family. The Family office continues to this day. Specialising in the Private Equity, whilst running a small Family Office designed to provide for the financial needs of a wealthy UK family. The Family office continues to this day.
-
-
-
St. James’s Place
-
United Kingdom
-
Financial Services
-
700 & Above Employee
-
Senior Partner
-
Dec 1994 - Jul 2013
J Rothschild Assurance - later floated to become St. James’s Place Wealth Management. Built a successful Practice within St. James’s Place as an Senior Partner over 19 years. Specialised in managing the financial affairs of an eclectic mix of HNW & UHNW families, professionals, entrepreneurs and individual clients. Success based on communicating effective, clear strategies focused on the delivery of clients financial goals and objectives. J Rothschild Assurance - later floated to become St. James’s Place Wealth Management. Built a successful Practice within St. James’s Place as an Senior Partner over 19 years. Specialised in managing the financial affairs of an eclectic mix of HNW & UHNW families, professionals, entrepreneurs and individual clients. Success based on communicating effective, clear strategies focused on the delivery of clients financial goals and objectives.
-
-
Community
