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Investors OverviewA comprehensive range of Fund Solutions.
View all Fund SolutionsCorporate, trustee and administration services.
View all Corporate ServicesGlobal private client solutions.
View all Private Client ServicesShared success. Inspiring performance.
View all Employer Solutions
Professional expertise, and a wide range of capabilities.
Regulatory compliance, risk management, and financial crime prevention across key jurisdictions.
Cash management, foreign exchange, and lending.
Guiding businesses through significant changes.
When business is not business as usual.
Advisory, regulatory compliance, outsourced reporting, and virtual Chief Sustainability Officer (vCSO).
Independent and flexible operational due diligence services.
Global tax compliance and reporting services ensuring regulatory adherence across jurisdictions.
Delaware, South Dakota, SDTC, San Jose, Boston
London, Jersey, Guernsey, Isle of Man, Edinburgh, Fareham
South Africa, Mauritius
Amsterdam, Dublin, Geneva, Luxembourg, Vienna
2,300 experts in 30+ locations, ready to support you
Independent, but connected to JTC's global network
Legal services tailored to your business needs.
Keep up to date with the latest news from JTC.
View all NewsDiscover the latest articles and industry insights.
View all InsightsTake a look at our upcoming webinars and events.
View all EventsAccelerating Together.
Investors OverviewNew York
Group Director - Private Capital Services
Rob joined JTC as part of JTC’s acquisition of the global fiduciary and trust administration services business from Citi in 2025.
His primary responsibility is to continue to partner with Citi Wealth, leading the strategic relationship globally between the two world-class firms, and supporting key clients around the world.
Recognised for building innovative and engaged teams which continuously deliver the highest level of service excellence, meeting and exceeding financial goals, Robert is a collaborative and trusted advisor to Family Offices and UNHW Families. He has a proven a track record of leading teams of financial, governance, and other professionals, serving the needs of UNHW families with a focus on preserving legacies. He takes a holistic view of finance, trust requirements, and family needs to ensure the peaceful and continued prosperity of family assets.
Before his current role at JTC, Rob held the position of Global Head of Trust and Wealth Planning at Citi Trust*. Rob joined Citi Private Bank in 2011 and his additional roles included acting as Regional Market Manager – New York, where he was directly responsible for leading a team of Private Bankers which served many of the wealthiest families in New York City and Long Island, after holding a similar role in the firm’s Southern California and Arizona markets.
Before joining Citi Private Bank, Rob spent seven years collectively with Neuberger Berman and Lehman Brothers trust companies where he was Chairman and President. Before Neuberger Berman, Rob spent over 10 years with J P Morgan Private Bank in various leadership positions, including head of the firm’s Delaware and international fiduciary businesses. He has over 30 years of professional experience, including work as a trust and estate associate with the law firm of Chadbourne & Parke and as a senior accountant at Deloitte & Touche.
* Citi Trust is a service mark of Citigroup Inc. used under licence.
Rob enjoys spending family time with his wife and two children as well as outdoor pursuits such as golf, skiing and exercise generally.
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From 2,300 employee owners to 14,000+ clients, our journey is marked by stability and success.