Conker’s Corner speaking with Lee Robertson
Welcome to the 45th SHARETALK’S CONKERS’ CORNER recorded on 21st April 2017. In this interview, I have the pleasure of speaking with
Lee grew up a working class family in the town of Brechin, Angus in Scotland. He went to Brechin High School, didn’t go to University and instead went straight into the
He admits that his start in the Financial sector in 1990 was actually by mistake, as he gained his first job with Allied Dunbar as a Sales Associate. In 1991 he moved to Halifax Group where he worked as Financial services manager, and this is where he first met his now Business partner Petronella West. Lee then moved to Royal Scottish Assurance (Royal Bank of Scotland (RBS) Marketing Group) in 1993 as a Senior Financial Consultant. He remained with RBS until 1995 when he chose to set-up his first firm Capulet Financial Management with a former manager of his from RBS.
Then in October 2000, Lee started Investment Quorum
Lee describes himself as an international investor with preference for the tech sector. He also likes bluechips that pay a dividend. The first share he purchased was that of British Gas via the privatisation of British Gas Corporation by the UK Government in August 1986. Through its numerous splits, de-mergers and mergers, Lee still holds his shares in British Gas in its current guise of Centrica. With regards to private investments, Lee describes himself as fairly “middle of the road” investor: not too aggressive, not too conservative. He likes the tech, healthcare and biotech industries and likes to collect his dividends. With regards to investing, Lee is an advocate of “stay in the market, get in and stay in” and if you don’t require the money stay invested and stick to your plan as you should not be reacting to macro events.
This discussion provides a fascinating insight into the journey that Lee has taken, which so far has encompassed Scotland, Royal Navy, Communications, Sales, Mortgages, Finances Services, Public speaking, Wealth Management, Investment Quorum and much much more.
The topics we discussed include:
-Power of compound investing;
Having worked in Financial services and Wealth Management sectors since 1990, Lee had a wealth of knowledge and experience that has been recognised globally. Listen now to gain insights into how Lee Robertson selects, researches and filters his personal investments dependent on the macro environment and the duration that he holds his investments for. Learn from the lessons in his successful, insightful vast investing journey.
Listen now to gain insights into how Lee invests and learn from the lessons in his successful and insightful investing journey. #LEARNING #INVESTING #WEALTHMANAGEMENT #FINANCIALPLANNING #IFA #TRADING #CONKERSCORNER
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