MIKE ROBERTS

Chief Investment Officer (UK: Chief Executive Officer)

Mike is the Global Chief Investment Officer and a founding partner at PortfolioMetrix and has over 15 years of experience in the financial services industry.

Mike chairs the global investment committee meetings and is a key member of the investment team. Mike is also a key designer of Wealth Explorer TM, PortfolioMetrix’s proprietary decision support and portfolio construction system.

 

 

Mike’s career has involved him in senior roles at Barclays Wealth, BlueBaby Asses Management and OCCAM Financial Technology.

Mike holds a Masters degree in Aerospace Engineering from UMIST and is a CFA charter holder.

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The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

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