![Robert Burgess](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Robert Burgess
Director/Board Member at
BROOKS MACDONALD GROUP PLC
Net worth: 50 502 $ as of 2026-06-29
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 |
|---|---|---|---|---|
| 2025-06-29 | 3,044 ( 0.02% ) | 50 502 $ | 2026-06-29 |
Robert Burgess active positions
| Companies | Position | Start |
|---|---|---|
| BROOKS MACDONALD GROUP PLC | Director/Board Member | 2020-07-31 |
Oaknorth Bank Plc
 Oaknorth Bank Plc Regional BanksFinance Provides commercial banking services | Director/Board Member | 2015-05-11 |
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 | - |
Former positions of Robert Burgess
| Companies | Position | End |
|---|---|---|
Alliance Trust Savings Ltd.
 Alliance Trust Savings Ltd. Investment ManagersFinance Provides Investment trust services | President | 2012-02-12 |
Alliance Trust Plc
 Alliance Trust Plc Investment Trusts/Mutual FundsMiscellaneous Acts as Closed-End Investment Fund/Investment Trust | Director/Board Member | 2012-01-31 |
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 | 2012-01-31 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
21
1st degree connections
7
1st degree companies
Male
Female
Members of the board
Executives
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 |
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