Peter Walsh

Enthusiast
DISC Type : i

Executive Board Member, Robeco UK at Robeco

Greater London, England, United Kingdom

Overview

Peter Walsh is a financial services leader at Robeco, where he serves as Managing Director and Global Head of Consultant Relations. He leverages his extensive experience in relationship management, business development, and investment analysis to drive the firms UK sales and marketing efforts. He holds a BA from Victoria University and a graduate diploma from the Securities Institute.

Outside of his primary role, Peter is passionate about fostering talent in the finance industry, having previously served as a part-time lecturer for postgraduate finance programs at Kaplan. He is also actively involved in philanthropy, recently co-hosting a significant fundraising event for the SpaceBuzz Foundation, which focuses on STEM education for children.

He believes a key concept for adding value for clients is "winning by not losing, " focusing on through-the-cycle performance rather than just short bursts of alpha.

Personality Overview

Story Driven

Amiable & Agreeable

Non-Confrontational

Unlike D or C types, they are convinced more by stories and testimonials.  They prefer to build relationships rather than staying totally transactional. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Sustainable Investing
Engages in dialogue with shareholders on sustainability and highlights his firm's focus on active ownership and climate transition opportunities in emerging markets.
Asset Management
Focuses on the key challenges and opportunities facing the asset management industry, particularly in the sophisticated and competitive UK market.
Pension Market
Participates in high-level discussions on the future of the UK pension market, including the potential impacts and outlook of market consolidation.

Media Appearances

Walsh named Robeco UK's boss. Featured in Portfolio Institutional

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Robeco appoints UK head. Featured in The Asset

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Work History

12-2023
Executive Board Member, Robeco UK at Robeco
3-2017 - 10-2024
Managing Director, Head of Robeco UK at Robeco
2-2014
Global Head of Consultant Relations at Robeco
2010 - 1-2014
Director, Distribution at Treasury Group Investment Services Ltd
2006 - 2009
SVP, Director at Putnam Investments

Education

1992 - 1995
Grad Dip from Securities Institute (FINSIA)
1988 - 1991
BA from Victoria University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Greater London, England, United Kingdom Job Level : N/A Designation : Executive Board Member, Robeco UK at Robeco
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Insights For Selling To Peter

During A Call Or A Meeting

DO's

  • Maintain high, positive energy and convey confidence
  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Peter is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Peter

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Peter move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Peter take some risk or not?

  • They can take some low-probability risks if needed.

You And Peter

Personality Compatibility


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