Summary
Overview
Work history
Education
Skills
Affiliations
Certification
Languages
Timeline
Generic
Stuart Robinson TEP MCSI

Stuart Robinson TEP MCSI

Putney,United Kingdom

Summary

A driven and enthusiastic individual who seeks positive solutions. I have over 9 years of experience working in private wealth, managing both onshore and offshore trusts. My expertise includes trust management, estate planning and financial planning.

Overview

16
16
years of professional experience
3
3
years of post-secondary education
1
1
Certification

Work history

Trust Manager

Ludlow Trust Company Limited
08.2021 - 05.2025
  • Company Overview: Ludlow acquired the UK trust businesses of Coutts and NatWest Group, HSBC and Hoare & Co and provide trust solutions to UK clients.
  • I am the relationship manager for a portfolio of family and charitable trusts. I co-ordinate and oversee the administration of trusts for over 80 clients, engaging with them on maximizing the benefits of their trust(s), guide them on any IHT and estate planning opportunities and their philanthropic goals.
  • I ensure tax and legal compliance, deliver highest level of client service and keep abreast of relevant legislative and tax changes
  • I recognise new business opportunities to boost company’s AUM by developing relationships with existing clients and intermediaries. I also provide key input into proceesses to create efficiencies and to streamline workstreams.
  • I prepare training sessions and mentor junior staff to help progress them to Trust Manager level and help lead various internal projects
  • I attend and contribute to the presentation of our services to intermediaries and at networking events.
  • I have a power of attorney to sign deeds on behalf of the company and a signatory on the bank account.

Assistant Manager

Vistra (UK) Limited
01.2020 - 08.2021
  • I managed the client relationship for large and active private wealth structures and the day to day administration of Vistra’s UK Trust portfolio.
  • Maintenance of corporate governance, accounts and commercial interests of various legal structures both onshore and offshore.
  • I helped train and nurture junior members of the team and assisted senior management on team co-ordination matters.
  • Assisted with EBITA growth; by cross and up-selling services, engaged clients on fee proposals and general billing, reviewed and contributed to revenue budgets and assisted on pricing.

Senior Trust Officer

Hansard Limited
01.2019 - 12.2019
  • I managed the day-to-day administration of a large and varied portfolio of clients; dealing with offshore entities including trusts, LPs, LLPs, companies and foundations.
  • Managed client relations, managed risk through implementation of compliance procedures, supervised junior staff, conducted job interviews with prospective employees and bank signatory.

Trust Officer

Hansard Limited
09.2015 - 12.2018
  • Progressed from trainee to senior level. Duties are as above.

Various Part Time Roles

09.2009 - 12.2015
  • Various part time roles at the Cooperative, Marks and Spencer and at the Hut Group.

Education

BA (Hons) - Environmental geography

University of Portsmouth
Portsmouth
09.2012 - 06.2015

Guernsey Grammar School And Sixth Form Center
Guernsey

Skills

  • Excellent written, numeric and interpersonal skills
  • Strong work ethic
  • Ability to thrive under pressure
  • Pragmatic problem solver
  • IT literate
  • Estate tax planning
  • Relationship Management
  • Financial planning
  • Trust administration

Affiliations

  • Sport
  • Health and wellness
  • Socialising

Certification

Chartered Instituite of Securities and Investment - Level 6 Certificate in Advanced Financial Planning

Chartered Instituite of Securities and Investment - Level 4 Certificate in Paraplanning

Chartered Instituite of Securities and Investment - Level 4 Investment Advice Diploma

Society of Trust and Estate Practitioners - Diploma in International Trust Management

Languages

English
Native
Spanish
Intermediate

Timeline

Trust Manager

Ludlow Trust Company Limited
08.2021 - 05.2025

Assistant Manager

Vistra (UK) Limited
01.2020 - 08.2021

Senior Trust Officer

Hansard Limited
01.2019 - 12.2019

Trust Officer

Hansard Limited
09.2015 - 12.2018

BA (Hons) - Environmental geography

University of Portsmouth
09.2012 - 06.2015

Various Part Time Roles

09.2009 - 12.2015

Guernsey Grammar School And Sixth Form Center

Similar Profiles

Create profile
Stuart Robinson TEP MCSI