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Mark Robertson


Mark joined the group in 2013 and is Group CEO and a Director of the Group’s component entities. On behalf of our clients, Mark maintains a close working relationship with the world’s top private banks, their investment committees and their best-performing investment managers.

Mark was named as one of the PAM 50 Most Influential, recognising the leading practitioners of the private client industry, in both 2020 and 2021.

Mark’s career in finance began in 1995 as a loans officer with Bank of Scotland followed by a move to Hambros Group in 1997. In 1999 he accepted a role with HSBC, firstly as a Financial Planning Manager in their Commercial Banking unit and subsequently as a Private Banker advising business owners and entrepreneurs.

After five years with HSBC Group Mark joined Coutts & Co in London as a Private Banker. Over the seven years with Coutts he performed a number of roles for the Bank including a three-year secondment to Switzerland with Coutts Bank von Ernst (Suisse) as Senior Vice President.

In 2011 he accepted the role of First Vice President with Edmond de Rothschild (Suisse), where he engaged with international family offices, managed large portfolios on a discretionary basis for the family offices and was Chairman of the GBP Group Investment Committee.

On weekends, Mark and his wife dedicate their time to volunteering at the Cheshire Dog Center.