Nick is a Senior Adviser at Porta Partners specialising in high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Based in the City of London, Rob provides tailored investment strategies, estate planning, and wealth preservation solutions. With a strong background in private banking, asset management, and tax-efficient structuring, Rob works closely with clients to grow and safeguard their wealth across generations.
Key expertise:
Portfolio management & bespoke investment strategies
Tax-efficient wealth structuring & estate planning
Family office services & succession planning
Alternative investments & private markets
Risk management & regulatory compliance
With a deep understanding of global financial markets and a client-centric approach, Rob is dedicated to delivering strategic and sustainable wealth growth.
