Profile
Mr. David J.
Robertson is an Investment Director at PSigma Investment Management Ltd.
He joined the firm in January 2016.
Mr. Robertson joined Standard Life Investments (SLI) where he began his investment management career.
After 14 years as an institutional fund manager at SLI, General Accident and Blairlogie, he joined the London Stock Exchange as its regional manager for Scotland and Ireland before moving to Martin Currie Investment Management in 2006 as a Sales and Client Service Director.
In 2012, he joined Turcan Connell Asset Management where he was a Senior Investment Manager looking after private client, charity, trust and pension fund portfolios.
He graduated with an Honours degree in Actuarial Mathematics & Statistics from Heriot-Watt University in 1988.
He is an associate of the CFA Society of the UK as well as a holder of the CISI Certificate in Private Client Investment Advice & Management (with distinction).
Former positions of David James Robertson
| Companies | Position | End |
|---|---|---|
Punter Southall Wealth Ltd.
 Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Director of Investments | 13/05/2018 |
7IM Financial Solutions Ltd.
 7IM Financial Solutions Ltd. Investment ManagersFinance 7IM Financial Solutions Ltd. (7IM) is an investment adviser headquartered in Edinburgh and was founded in 1997. They were formerly known as Turcan Connell Solicitors & Asset Managers, Turcan Connell Asset Management Ltd. and Tcam Asset Management Ltd. The firm is a subsidiary of Tcam Asset Management Group Ltd. 7IM provides investment advice to individuals, families, trusts, charities and corporate entities. | Portfolio Manager-Equities | 31/10/2015 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
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1st degree connections
1st degree companies
Male
Female
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Linked companies
| Private companies | 2 |
|---|---|
7IM Financial Solutions Ltd.
7IM Financial Solutions Ltd. Investment ManagersFinance 7IM Financial Solutions Ltd. (7IM) is an investment adviser headquartered in Edinburgh and was founded in 1997. They were formerly known as Turcan Connell Solicitors & Asset Managers, Turcan Connell Asset Management Ltd. and Tcam Asset Management Ltd. The firm is a subsidiary of Tcam Asset Management Group Ltd. 7IM provides investment advice to individuals, families, trusts, charities and corporate entities. | Finance |
Punter Southall Wealth Ltd.
Punter Southall Wealth Ltd. Investment ManagersFinance Punter Southall Wealth Ltd. (PSW) is a wealth management firm headquartered in London, UK. The firm was founded in 2002 and formerly known as FILMDISK LTD and as PSigma Investment Management Ltd. They were renamed as Punter Southall Wealth Ltd. in 2019. They are owned by Canaccord Genuity Wealth Group Holdings (Jersey) Ltd., a subsidiary of Canaccord Genuity Group, Inc. (TSE: CF) in Canada. PSW provides financial advisory and investment management services to a range of private and institutional clients which includes family trusts, pension schemes and charities. | Finance |
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