Team Category: WealthStrat

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Glen Baker

Having over 30 years experience in financial markets in advisory and fund management roles definitely has its benefits, and I believe will help me manage clients discretionary and share portfolios and grow their hard earned hard savings. But perhaps more important than that is experience of the financial services industry that I have enjoyed, learnt from and that have developed my sense of where to focus – and that is always firstly on the client.

Joining Chartered Wealth in the WealthStrat business I feel offers a great opportunity to join the dots between the world of investments and finance, and the human and real life circumstances of different people as they approach retirement. In my career journey to this point, I genuinely believe the Chartered approach is unique and sustainable, and I look forward to being a part of it.

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Robbie Goldsworthy

After completing his degree in Financial Accounting and Financial analysis and portfolio management, Robbie moved to London to pursue his career in the asset management industry and travel as much as possible, a passion he still enjoys today.

He moved back to South Africa, where he worked in the financial markets industry for more than ten years before deciding that he wanted to join a company that cared not only about a person’s financial well-being but also their life goals and aspirations. After completing his post-graduate diploma in Financial Planning and Advanced Post Graduate Diploma in Investment Planning, his journey brought him to Chartered Wealth, where Robbie combines his love for investment management with client engagement. Robbie’s passion for financial planning is rooted in the belief that he can make a difference in a client’s life that will echo through generations to come.

Outside of work, Robbie enjoys spending time with his family, keeping fit, fly fishing and collecting whisky.

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