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Jo Robinson is a Client Relationship Director. She has extensive financial markets experience and has looked after a broad range of clients, including entrepreneurs, large families, charitable endowments and bespoke investment vehicles.
Jo has worked in the private wealth industry since the 1990s having started her career in the fixed income markets at Collins Stewart and moving into Fund Management at Kleinwort Benson and then Barclays Private Bank. Jo also has considerable board level experience in the independent education sector and is a Trustee of an educational Charity.
Jo is an Associate of the Chartered Institute for Securities and Investment and holds the CISI Diploma and the CISI Derivatives qualification. She also holds qualifications from the LIBF and the CFA.