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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 eight 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.

Qualifications
MFM
Years experience
28
Languages
English

Subjects

Finance
General Finance
Islamic Banking and Finance
General Finance
Asset Management
Venture Capital
Accounting
Investment Banking
Financial Planning and Analysis
Commercial Banking
Corporate credit analysis
Credit analysis
Debt

Availability

Coming soon

TheInvestmentAnalyst.com

Training from £0 to £0

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