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Home > People > Peter Robertson

Peter Robertson

Associate Director (Investment Strategist) Isle Of Man 

Peter joined JTC in October 2017 following the acquisition of Merrill Lynch’s international trust division. At Merrill Lynch he had responsibility for oversight of all trustee-directed investment portfolios as well as being the dedicated in-house resource to assist with any trust investment-related queries.

On joining JTC, Peter assumed responsibility for the administrative co-ordination of JTC’s investment process, taking on the tasks previously undertaken by its Banking and Investment Committee.

Prior to joining JTC, Peter’s post graduate career (which spans over 25 years) has been spent almost solely in private client investment management, managing portfolios for families, trusts, pensions and charities.

Qualifications

  • Chartered FCSI
  • BA (Hons)

In Their Spare Time

Most of Peter’s spare time is now spent entertaining his young daughter, who seemingly has much more energy than Dad. He is a keen golfer and is currently President of Castletown Golf Club, having been Club Captain in 2010.

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