Robert Burgess
Director/Board Member at BROOKS MACDONALD GROUP PLC
Net worth: 69 408 $ as of 2024-03-30
Profile
Robert M.
Burgess is currently the Senior Independent Director at Brooks MacDonald Group Plc since 2023.
He is also a Non-Executive Director at Oaknorth Bank Plc since 2015.
Additionally, he holds the position of Director at Sevenoaks Preparatory School Ltd.
Formerly, Mr. Burgess served as the Chief Executive Officer at Alliance Trust Savings Ltd.
from 2009 to 2012.
He also held the position of Chief Executive Officer at Alliance Trust Savings Ltd.
(Private Banking) during the same period.
Furthermore, he was an Executive Director at Alliance Trust Plc from 2009 to 2012.
Known holdings in public companies
| Company | Date | Number of shares | Valuation | Valuation date |
|---|---|---|---|---|
| 2023-06-29 | 3,044 ( 0.02% ) | 69 408 $ | 2024-03-30 |
Robert Burgess active positions
| Companies | Position | Start |
|---|---|---|
| BROOKS MACDONALD GROUP PLC | Director/Board Member | 2020-07-31 |
Oaknorth Bank Plc
 Oaknorth Bank Plc Regional BanksFinance Oaknorth Bank Plc provides commercial banking services. It offers deposit accounts which provides saving options. The firm also provides lending solutions for small and medium enterprises. The company was founded by Rishi Khosla and Joel Jack Perlman Azout in 2015 and is headquartered in London, the United Kingdom. | Director/Board Member | 2015-05-11 |
| Sevenoaks Preparatory School Ltd. | Director/Board Member | - |
Former positions of Robert Burgess
| Companies | Position | End |
|---|---|---|
Alliance Trust Savings Ltd.
 Alliance Trust Savings Ltd. Investment ManagersFinance Alliance Trust Savings Ltd. (ATS), a subsidiary of Alliance Trust Plc (LSE: ATST), is a financial services specialist. They provide execution-only services and distribute a diverse range of investment products including retail savings plans and pension products, PEPs and ISAs. Located in Dundee, ATS was established in 1986. | President | 2012-02-12 |
| ALLIANCE TRUST PLC | Director/Board Member | 2012-01-31 |
Alliance Trust Savings Ltd. (Private Banking)
 Alliance Trust Savings Ltd. (Private Banking) Investment ManagersFinance Alliance Trust Savings Ltd. (Private Banking) (Alliance TSL-Private Banking) is the private client operation of Scotland-based Alliance Trust Savings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 1986 and is headquartered in Dundee. Alliance TSL-Private Banking offers a broad variety of savings and investment accounts and a trading platform to different investments – such as funds, stocks and shares, investment trusts, bonds and exchange traded funds. | President | 2012-01-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BROOKS MACDONALD GROUP PLC | Finance |
| Private companies | 4 |
|---|---|
Alliance Trust Savings Ltd.
Alliance Trust Savings Ltd. Investment ManagersFinance Alliance Trust Savings Ltd. (ATS), a subsidiary of Alliance Trust Plc (LSE: ATST), is a financial services specialist. They provide execution-only services and distribute a diverse range of investment products including retail savings plans and pension products, PEPs and ISAs. Located in Dundee, ATS was established in 1986. | Finance |
Alliance Trust Plc
 Alliance Trust Plc Investment Trusts/Mutual FundsMiscellaneous Alliance Trust Plc is a closed-end UK investment fund, which focuses on investment in global equities and fixed income. The company was founded in 1888 and is headquartered in Dundee, the United Kingdom. | Miscellaneous |
Oaknorth Bank Plc
Oaknorth Bank Plc Regional BanksFinance Oaknorth Bank Plc provides commercial banking services. It offers deposit accounts which provides saving options. The firm also provides lending solutions for small and medium enterprises. The company was founded by Rishi Khosla and Joel Jack Perlman Azout in 2015 and is headquartered in London, the United Kingdom. | Finance |
Alliance Trust Savings Ltd. (Private Banking)
Alliance Trust Savings Ltd. (Private Banking) Investment ManagersFinance Alliance Trust Savings Ltd. (Private Banking) (Alliance TSL-Private Banking) is the private client operation of Scotland-based Alliance Trust Savings Ltd., ultimately held by abrdn Plc (LON: ABDN) in Great Britain. The firm was founded in 1986 and is headquartered in Dundee. Alliance TSL-Private Banking offers a broad variety of savings and investment accounts and a trading platform to different investments – such as funds, stocks and shares, investment trusts, bonds and exchange traded funds. | Finance |
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