Robert Wallace is an experienced wealth management professional currently serving as a Wealth Relationship Manager at Fidelity International, where responsibilities include offering personalized investment guidance to ultra-high and high net worth clients and supporting relationship managers in expanding their client base. Previously, Robert worked as a Relationship Associate at Lloyds Banking Group, generating over £50 million in business and earning recognition from senior leadership. Earlier experience includes roles at Halifax, where Robert progressed from Customer Service Adviser to Assistant Branch Manager, receiving accolades such as 'Star of the Quarter' for exceptional performance. Robert holds a BSc (Honours) in Computing & IT and Business from The Open University.
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