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
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
CIS™
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Certified Income Specialist
Retirement income planning, withdrawal strategies, and distribution optimization.
CES™
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Certified Estate & Trust Specialist
Estate planning, trusts, wealth transfer, and fiduciary responsibilities.
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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
Understanding Credentials
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1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
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IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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