RP

Robin Peters, CFS®, CIS™, CES™, New York Institute of Finance

Member in Good Standing
Client Director - Wealth Management
Hamilton, Pembroke
CFS® CIS™ CES™
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About Robin

Robin Peters is a Client Director and manages the Wealth Management division of Schroders (Bermuda) Limited in Bermuda. Robin, a Bermudian, re-joined Schroders (Bermuda) Limited in September 2017 as a Wealth Management Client Director and is responsible for business development and relationship management in Bermuda. Robin has more than 25 years of experience in the financial services industry focusing on Investment Management, Wealth Management and Private Banking. Prior to re-joining Schroders in 2017, Robin held Wealth Management and Portfolio Management positions with Bermuda based Clarien Bank Limited and Clarien Investments Limited from 2004 to 2017, Schroders (Bermuda) Limited from 1995 - 2004 and the Bank of Bermuda Limited from 1987 to 1995. Robin is a Certified Financial Advisor as well as a Trust, Estate and Retirement Planning Specialist through the Institute of Business & Finance and also holds the Securities Industry and Economic Indicators certifications through the New York Institute of Finance.

Education

Bermuda College
Warwick Academy
New York Institue of Finance

Other Credentials

New York Institute of Finance

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
Interested in earning an IBF designation? Explore all programs

Contact Robin

Hamilton, Pembroke
Email

At a Glance

IBF Designations 3
Member Since 2008
Other Credentials 1
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Practitioner-Reviewed education since 1988
Profile verified · March 2026

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