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Principal Investment Management

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We specialise in discretionary portfolio management

Robert Allinson, CFA

Senior Investment Manager

Robert began working for Principal in 2009. He formerly worked for Heartwood Wealth Management, where he managed a combination of client portfolios, model investment strategies and two equity funds of funds. He also contributed heavily to their asset allocation strategy and manager research efforts. Robert is currently working for the Managed Funds team. Robert became a CFA charterholder in 2006. He holds various qualifications from UKSIP, the Chartered Institute for Securities and Investment, and the CII.

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Investing involves risk and the value of investments and the income from them may fall as well as rise and is not guaranteed. Investors may not get back the original amount invested. Click for more information about the risks involved.

© 2012 Principal Investment Management

Authorised and regulated by the Financial Services Authority. Part of the Sanlam Group.

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