Index

HNW Wealth Managers

Wealth Managers

Location

London

Advice type

Financial planning

Investment management

Client Types

HNW

Sector Focus

Financial Services

Wealth Management & Private Banking

Geographical Focus

Liechtenstein

Monaco

Singapore

Switzerland

United Kingdom

Customer Type

Wealth adviser

Robin Eggar

Spear’s Review

Robin Eggar joined investment managers Brooks Macdonald in 2001 and currently heads both the firm’s day-to-day investment management function for the UK as well as its private client arm. 

He tells Spear’s that the firm’s approach to private clients follows a simple formula: get to know the client and their goals, agree and implement a wealth plan, and then review the progress regularly. Its success, he says, is evident in the number of families who have stayed with the company across multiple generations. 

Eggar holds a certificate in private client investment advice and management (PCIAM), as well as the industry-recognised investment management certificate (IMC) and the advanced financial planning certificate (AFPC). He is a chartered member of the Chartered Institute of Securities & Investment. 

Rank: Recommended

Recommended 2024, HNW Wealth Managers

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