The University of Huddersfield

The University of Huddersfield is delighted to announce that it has engaged the services of Robertson Baxter to provide independent initial and ongoing advice in relation to its investment portfolio.

Having undertaken a process that saw the University consult with national firms it was pleased to find a firm with the necessary level of expertise and experience, that is right on its doorstep here in Huddersfield.

Andrew McConnell, Director of Finance says: “We have already found that Robertson Baxter has been able to engage with our investment management firms in a manner that simply has not been possible for us to do previously. Not only that but the robust and thorough due diligence process that they have undertaken for us has provided a valuable layer of independent assessment and allowed us to appoint an additional investment management firm with absolute confidence”

Quote from Robertson Baxter Director and co-founder Greg Robertson: “We are extremely proud to be working with The University. We share many common values in terms of value for money and pursuit of excellence. From our local base in Huddersfield we are able to deliver exactly what the University needs by bringing together global investment solutions from the countrys leading wealth managers along with independent performance analysis to ensure we get the best results.”

Newsletter

    More stories

    31 Jan 2013

    Why our clients are delighted we are a bit boring…

    Read more

    16 Jan 2013

    Winners & Losers in state pension proposals

    Read more

    Awards we’ve received along the way

    2024 – Professional Adviser Women in Finance Awards

    Finalist in 2 categories - Adviser of the Year (North East) - Gillian Shirt and Team Leader of the Year (Small Firms) - Helen Morgan and Joanne Vaughan

    2024 – Yorkshire Financial Awards

    Winner - Financial Adviser Team of the Year

    2024 – Yorkshire Financial Awards

    Winner - Director of the Year

    Joanne Vaughan

    2024 – Yorkshire Financial Awards

    Finalist - Director of the Year

    Antony Barton

    2024 – Yorkshire Financial Awards

    Finalist - Independent Financial Adviser of the Year

    Antony Barton & Gillian Shirt

    2024 – Yorkshire Financial Awards

    Finalist - Trainee of the Year

    Luci Tinsley

    2023 – Professional Adviser Women in Finance Awards

    Finalist - Team Leader of the Year (small/medium firms)

    2023 – Yorkshire Financial Awards

    Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

    2022 – Professional Adviser Women in Finance Awards

    Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

    2022 – Professional Adviser Awards

    Finalist - Best Adviser Website

    2022 – Yorkshire Financial Awards

    Finalist - Independent Financial Adviser of the Year

    2021 – Professional Adviser Women in Finance Awards

    Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

    2021 – Yorkshire Financial Awards

    Winner - Rising Star of the Year

    2021 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year

    2020 – Professional Adviser Women in Finance Awards

    Finalist - Financial Adviser of the Year - North

    2020 – Professional Adviser Women in Finance Awards

    Finalist - Woman of the Year - In-House Adviser Support

    2020 – Professional Paraplanner Awards

    Finalist - Paraplanner of the Year (In-house)

    2020 – Yorkshire Financial Awards

    Finalist - Customer Service Award

    2020 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year

    2020 – Yorkshire Financial Awards

    Finalist - Rising Star Award

    2019 – Yorkshire Financial Awards

    Finalist - Financial Adviser Team of the Year