Geoff Robinson has built a career that brings together deep technical expertise, a gift for teaching, and a drive to raise the standards of financial learning across the world. Born in 1973 in Trinidad into a multicultural family, Robinson moved to England during his childhood with his British father, Michael, and his mother, Helen, who carried West Indian and Asian heritage. The family settled in Whitley Bay, North East England, where Robinson attended King’s School in Tynemouth. From there he advanced to Durham University to study economics, later becoming a Finance Fellow at the Durham University Business School. His academic foundation was matched by rigorous professional training when he qualified as a Chartered Accountant with the Institute of Chartered Accountants in England and Wales, and later achieved the rare Master of Financial Modeling designation, making him one of only seven professionals worldwide with that recognition.
Robinson began his professional journey in 1994 with PriceWaterhouse, which later became PricewaterhouseCoopers. During three years there he trained as a Chartered Accountant and developed the discipline and attention to detail that would remain central to his career. In 1997 he moved to Kaplan, where he discovered his lasting passion for education. Teaching finance became a natural fit for him, as he had the ability to take complex financial principles and explain them in ways that others could apply effectively. This period established the balance that would come to define his career, combining financial expertise with a talent for communicating knowledge.
In 2000 Robinson joined CTG, an investment banking training and consultancy business. His role as part of the senior management team was transformative, as he helped expand the company into a leading financial training provider. This work paid off in significant ways, with CTG achieving a 30 million dollar exit in 2006 and the successor company 7City completing a leveraged buyout exit to Fitch worth more than 150 million dollars in 2013. Over 15 years Robinson built a reputation as a trusted figure in financial education, becoming a recognized authority in the industry and sharpening the approach to training that would later define his time at UBS.
In 2015 Robinson joined UBS as a Managing Director and became the Global Head of Fundamental Analytics. At UBS he built and led a worldwide franchise focused on research and analysis. His contributions were recognized with an extraordinary record, as he was ranked number one in the Institutional Investor survey in the Economics and Strategy category for ten consecutive years. During this time he also founded the UBS Research Academy, an initiative that combined educational technology with in person training. It became a model for how banks could invest in the next generation of analysts and portfolio managers, and it reinforced Robinson’s influence as both a practitioner and an educator.
In 2023 Robinson left UBS to launch his own platform, TheInvestmentAnalyst.com. This EdTech venture reflects his vision for the future of financial education. The platform integrates institutional grade expertise with advanced educational technology and has already been recognized with awards from EdTech Digest and Acquisition International. In 2024 he introduced an AI powered educational tool that uses digital cloning and AI agents to deliver personalized and scalable investment training. This innovation has allowed financial learning to reach a global audience with a level of customization that was previously impossible.
Over the course of his career Robinson has trained more than 25,000 analysts, associates, and portfolio managers at leading financial institutions around the world. He has influenced global financial education standards by combining intellectual rigor with real world application. His technical contributions include the development of PVGO analysis within discounted cash flow valuation, the integration of equity value creation disaggregation into fundamental valuation, and the use of behavioral economics within equity valuation frameworks. He also served on the Capital Markets Advisory Committee for the International Financial Accounting Standards Board, which highlights the breadth of his influence beyond training alone.
Robinson’s insights have attracted attention in both academic and media settings. He has been featured in Forbes, Business Insider, Business Cloud, Acquisition International, and Entrepreneur, while also contributing to publications such as The New Yorker, The Guardian, and The Financial Times. He has appeared on Bloomberg and CNBC to share his perspective on financial trends. His professional journey has been profiled in outlets including Acquisition International and Education View, which named him the leading voice in UK EdTech for 2025. His speaking engagements in London, New York, and international conferences such as the World Financial Modelling Championships in Las Vegas have further cemented his reputation. At that event he presented on the theme “Why All Models are Wrong but Some Are Useful,” a topic that captured his balanced approach to both the limitations and the practical power of financial modeling.
His book, Financial Modeling Mastery for Investment Analysts, stands as a comprehensive guide for professionals seeking to bridge theoretical finance with real investment applications. It has been praised by senior figures in the industry such as Guy Weyns, a former Wall Street Managing Director, and Juan Luis Perez, the former Global Head of Research at UBS and Morgan Stanley. The book’s focus on capturing complex business dynamics, performing scenario analysis, and merging qualitative and quantitative insights reflects Robinson’s career long commitment to excellence.
His achievements have been recognized with numerous awards, including consistent number one rankings in the Institutional Investor survey from 2017 to 2024, the 2023 Master of Financial Modeling designation, the 2025 Global Recognition Award for Excellence in Financial Leadership and Education, the 2025 Most Innovative Financial EdTech Platform award, and leadership honors from EdTech Digest. He was also named among the UK Small Business 100 in 2025.
Outside his professional life Robinson is married with one child and lives in Wimbledon, London. He enjoys cricket and rugby and is a qualified PADI dive instructor, pursuing scuba diving both for recreation and as a teaching discipline. His commitment to mentorship also extends beyond finance through his involvement in the ATP Professional Tennis Mentor program, where he helps professional players prepare for life after competition.
Geoff Robinson’s story is one of consistent excellence, a career that has advanced from accountancy to investment banking to global education. His work has shaped not only how analysts approach their models but also how the financial world itself thinks about education and the development of talent. By merging technical mastery with a genuine passion for teaching, he has raised global standards and continues to influence the future of financial learning.
