Robert Burgess

Director/Board Member at BROOKS MACDONALD GROUP PLC

Net worth: 59 646 $ as of 30/09/2026

61 year

61 connections

Finance

Miscellaneous

Consumer Services

Profile

Mr. Robert M.
Burgess is a Senior Independent Non-Executive Director at Brooks MacDonald Group Plc and a Chairman at Invest & Fund Ltd. He is on the Board of Directors at Brooks MacDonald Group Plc, Oaknorth Bank Plc and Sevenoaks Preparatory School Ltd. Mr. Burgess was previously employed as an Executive Director by Alliance Trust Plc, a Chief Executive Officer by Alliance Trust Savings Ltd., and a Chief Executive Officer by Alliance Trust Savings Ltd. (Private Banking).

Known holdings in public companies

Company	Date	Number of shares	Valuation	Valuation date
BROOKS MACDONALD GROUP PLC 0.02%	30/06/2026	3,044 ( 0.02% )	59 646 $	30/09/2026

Robert Burgess active positions

Companies	Position	Start
BROOKS MACDONALD GROUP PLC	Director/Board Member	01/08/2020
Oaknorth Bank Plc Oaknorth Bank Plc Regional BanksFinance Provides commercial banking services	Director/Board Member	12/05/2015
Sevenoaks Preparatory School Ltd. Sevenoaks Preparatory School Ltd. Other Consumer ServicesConsumer Services Functions as a College/University	Director/Board Member	-
Invest & Fund Ltd. Invest & Fund Ltd. Finance/Rental/LeasingFinance Provides residential development fund services	Chairman	-

All active positions of Robert Burgess

Former positions of Robert Burgess

Companies	Position	End
Alliance Trust Savings Ltd. Alliance Trust Savings Ltd. Investment ManagersFinance Provides Investment trust services	President	13/02/2012
Alliance Trust Plc Alliance Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Director/Board Member	01/02/2012
Alliance Trust Savings Ltd. (Private Banking) Alliance Trust Savings Ltd. (Private Banking) Investment ManagersFinance Alliance TSL-Private Banking is an active manager which aims to generate superior returns for shareholders over the medium- to long-term through a combination of capital growth and income. They have no fixed asset allocation benchmark and the firm invests across asset classes worldwide. Alliance TSL-Private Banking invests primarily in concentrated portfolios of global equities. Their portfolio is not constrained by reference to global stock market indices or by market capitalization. They employ a fundamental, long-term approach to stock selection through a multi-manager portfolio.	President	01/02/2012

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Experiences
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Linked companies

Private companies	7
Brooks MacDonald Group Plc Brooks MacDonald Group Plc Investment ManagersFinance Provides investment management and financial services	Finance
Alliance Trust Savings Ltd. Alliance Trust Savings Ltd. Investment ManagersFinance Provides Investment trust services	Finance
Alliance Trust Plc Alliance Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust	Miscellaneous
Alliance Trust Savings Ltd. (Private Banking) Alliance Trust Savings Ltd. (Private Banking) Investment ManagersFinance Alliance TSL-Private Banking is an active manager which aims to generate superior returns for shareholders over the medium- to long-term through a combination of capital growth and income. They have no fixed asset allocation benchmark and the firm invests across asset classes worldwide. Alliance TSL-Private Banking invests primarily in concentrated portfolios of global equities. Their portfolio is not constrained by reference to global stock market indices or by market capitalization. They employ a fundamental, long-term approach to stock selection through a multi-manager portfolio.	Finance
Oaknorth Bank Plc Oaknorth Bank Plc Regional BanksFinance Provides commercial banking services	Finance
Sevenoaks Preparatory School Ltd. Sevenoaks Preparatory School Ltd. Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Invest & Fund Ltd. Invest & Fund Ltd. Finance/Rental/LeasingFinance Provides residential development fund services	Finance