HNW Wealth Managers



Advice type

Investment management

Portfolio management

Client Types


Sector Focus

Financial Services

Wealth Management & Private Banking

Customer Type

Wealth adviser

Robert Szechenyi

Spear’s Review

Robert Szechenyi was shortlisted in the ‘Future Leader in Private Client’ category at the 2019 Spear’s Awards.

A fellow of the Chartered Institute for Securities and Investment, he joined Rathbones in October 2000. The investment director runs a three-person team that manages portfolios for high-net-worth individuals, charities, personal pension schemes and family trusts, overseeing around £750 million of assets.

‘I speak to more and more clients who want to know about ethical investing and its performance impact,’ he says. ‘Twenty years of investment performance history have quelled most fears about under-performance of portfolios managed to ethical mandates.’

Szechenyi is a member of the Rathbones Collective Funds Investment Committee and has overall responsibility for structured products for the group.

Rank: Top Recommended

Top Recommended 2024, HNW Wealth Managers

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