Hannah Roberts

Account Executive at The Private Investment Office

Hannah Roberts is an experienced finance professional currently serving as an Account Executive at The Private Investment Office since October 2020. Prior to this role, Hannah worked as a Financial Administrator at Timothy James & Partners Ltd from January 2018 to October 2020. Educationally, Hannah holds a Bachelor of Arts with Honours in Business Management with Financial Services from Edinburgh Napier University, where studies were completed between 2013 and 2017.

Location

Hatfield Broad Oak, United Kingdom

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The Private Investment Office

The Private Investment Office (TPIO Limited) is a highly specialised wealth management practice, established to serve the complex needs of successful entrepreneurs and HNW families. We deliver a proposition that encompasses wealth planning, bespoke investment management and private banking solutions, both onshore and offshore, in association with a number of best- in-class partners. Significantly, we provide an integrated approach to business and family wealth strategies akin to traditional merchant banks.


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