RP

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

Member in Good Standing
Head of Wealth Management -Schroders (Bermuda) Limited
Hamilton, Pembroke
CFS® CIS™ CES™
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About Robin

Robin Peters is the Head of Wealth Management at Schroders (Bermuda) Limited, and is responsible for business development and relationship management in Bermuda.


With over 30 years of experience in the financial services industry, Robin has a strong background in wealth management, investment management and private banking.


Prior to her current role, she held wealth management and portfolio management positions with Clarien Bank and Clarien Investments Limited, Schroders (Bermuda) Limited, and the Bank of Bermuda.


Robin, a Bermudian, is a Certified Financial Advisor and a Trust & Estate Specialist through the Institute of Business & Finance.


She also holds certifications in Securities Industry and Economic Indicators designations from the New York Institute of Finance.


As the Head of Wealth Management at Schroders (Bermuda) Limited, Robin brings a wealth of knowledge and expertise to her role, helping clients navigate the complexities of wealth management and achieve their financial goals.

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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Profile verified · March 2026

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