Geoff Robinson

About

Geoff Robinson — Financial Modelling Master, Former UBS MD, and Expert Investment Training Provider Geoff Robinson is a globally recognised investment trainer and financial education expert with over 25 years of experience in financial markets, equity research, and professional training. A former Managing Director at UBS Equity Research, Geoff led the bank’s Global Fundamental Analytics franchise and was instrumental in building UBS’s award-winning internal EdTech platform, the Research Academy. During his time at UBS, Geoff was ranked the #1 EMEA analyst 10 times in the Institutional Investor Survey, a testament to his ability to produce impactful, high-conviction investment insights. His unique training approach blends deep technical knowledge with real-world relevance — making complex financial topics not only understandable, but engaging and actionable. Prior to his role at UBS, Geoff was an equity investor and LBO co-investor in two training and development consultancies that successfully exited the market. His career reflects a rare combination of investment expertise, entrepreneurial success, and instructional excellence. Geoff is one of only seven professionals globally to hold the prestigious Master of Financial Modelling designation. He is also a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and a Chartered Financial Modeller and Valuation Analyst (FMVA). These qualifications underscore his commitment to training at the highest technical and ethical standards. Training Specialisations: Financial Modelling & Valuation (DCF, LBO, M&A) Investment Analysis & Equity Research Capital Structure & Credit Analysis Strategic Thinking for Analysts Advanced Excel & Financial Model Audit Bespoke Corporate Training Programs Why Choose Geoff as Your Trainer? Trusted by top-tier investment banks, asset managers, and corporates globally Combines deep industry experience with a passion for teaching Specialises in simplifying complex finance topics into engaging, digestible sessions Offers both live and virtual training across multiple formats and geographies Proven results in upskilling analysts, finance professionals, and corporate teams Outside the classroom, Geoff is a PADI Dive Instructor, live music enthusiast, and vinyl collector. He also serves as a Non-Executive Director for several start-ups worldwide, staying connected to innovation and entrepreneurship across industries. If you’re seeking investment training that blends practical experience, technical excellence, and inspiring delivery, Geoff Robinson is one of the most qualified and engaging trainers in the field today.