Starkey has arrived from Schroders Investment Solutions where he was a Portfolio Manager. He has more than 15 years’ experience in wealth and asset management, having held senior roles in South Africa, Europe and the UK, including at Morningstar and most recently Schroders.
Starkey’s connection to PortfolioMetrix goes a long way back. He was previously part of a financial planning business that was among the firm’s first clients.
A Chartered Financial Analyst (CFA), Starkey holds a Masters in Investment and has lectured in economics, finance and investment management. Similarly to PortfolioMetrix, he combines strong technical expertise with a pragmatic, client-focused mindset.
Rob Starkey said: “Having experienced PortfolioMetrix from the adviser side, I know how transformative the partnership can be; they pride themselves on knowing and understanding advice businesses. I was drawn to that ability of the business to deliver a comprehensive service that goes beyond investments.
“The integration of investment expertise, technology, and adviser support creates a powerful partnership that frees advisers to focus on what they do best: delivering highly personalised advice and building lasting client relationships. I’m thrilled to be part of the team helping to make that possible.”
PortfolioMetrix CIO Alex Funk said: “I know Rob well and the great set of skills he brings to the table. He’s going to be a great addition to the PortfolioMetrix team as we continue to provide targeted solutions to fuel the success of financial advice businesses.
“We have some exciting developments coming up and Rob will be a key part of helping us deliver those while ensuring our Insourcing, MPS and multi-asset solutions generate predictable outcomes for clients.”
