James Robertson

Head of Investment Proposition

Based in our Isle of Man office, James is responsible for delivering the end-to-end investment management process, overseeing the implementation of the Nedbank Private Wealth house view within our discretionary managed portfolios, and for developing our investment proposition.

He has over 18 years’ investment experience and has been responsible for the Nedbank Private Wealth managed discretionary portfolios since 2007. James holds the Certificate in Investment Performance Measurement from the CFA Institute.

James Robertson

Authored Articles

Read entertaining and informative thought leadership and insight from our wide range of experts. From planning for post-work living and the economy through to the housing market and the emotional sides of wealth planning we cover a full range of topics of interest to our clients.

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