Geoff Robinson

About this trainer

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.