When it comes to the realm of finance, we have analysts, we have educators, and we have entrepreneurs. You rarely meet someone who is all three. But here we have an exception: Geoff Robinson, a Chartered Accountant, Master of Financial Modeling, founder of the award-winning platform TheInvestmentAnalyst.com.
He started on the beaches of Trinidad and then went through the boardrooms of London moving through crunching the numbers of PwC and educating millions of investment bankers, developing a financial training business, to transforming the education technology used by AI. He has in between emerged as one of the best financial analysts in the world, and also as a visionary of how the next generation fails to learn about money, stock markets, along the modelling business.
Origins: Trinidad to Tynemouth.
Geoff Robinson was born in Trinidad in 1973, but was brought up in a multicultural household. Michael was the son of a British father and a West Indian-Asian mother, Helen. The family immigrated to England when Geoff was still a boy and settled in Whitley Bay, a bleak seaside resort in the north east.
At King’s School, Tynemouth, Robinson first manifested the mark of the analytical interest which would be the characteristic of his career. He then completed Economics at Durham University a few years later, which gave him the intellectual background for a life in finance. His brilliance in school would lead him back to Durham, several years later, not as a student but as a Finance Fellow in the Business School.
Learning the Rules: PriceWaterhouse.
In 1994, Robinson entered PriceWaterhouse (now PwC) to train as a Chartered Accountant. It was academic and exacting: hours of labor, hours of nonstop clientele, and an ontological education in the art of figures. He was qualified by the Institute of Chartered Accountants in England and Wales (ICAEW) within a period of three years.
This technical background provided him with a clear advantage, and in 1982, while he was dealing with the analytical problems, Robinson found something different. He found a way to answer analytical questions more simply and humanely.
The Learning Years: Kaplan Discovery.
That awakening was put into effect at Kaplan, the worldwide education corporation, where Robinson had been teaching finance for two years. Viewing the numbers as a key component in explaining the valuation model or concept of risk, or accounting principle, was not only a matter of numbers. A crucial matter was how to tell the story, make sense, and reduce the complex into simplicity.
It marked the beginning of a theme that would run throughout the entire career of Robinson: the possibility of combining finance with education.
Robinson had joined CTG, a financial training and consultancy firm, in 2000. What started as a position became a leadership role. He was a member of the top management branch that brought the company to the level of a top financial training practitioner in the market.
This was an entrepreneurship course and a strategy course for Robinson. He was not merely teaching finance, he was contributing to building business, expanding markets, and generating value at scale. Robinson had become one of the most recognizable faces in the field of financial education in the world by the time he left in 2015.
UBS Years: The Top of the Game
Investment banking entered the scene completely when Robinson joined UBS in 2015. He guided and founded the Global Fundamental Analytics Franchise as the Managing Director, Global Head Fundamental Analytics, and reshaped the UBS valuation and investment approach.
He has not sat in an office hitting numbers- he has founded an EdTech institute workshop, UBS Research Academy, a radical training facility used by analysts.
Robinson was counted among the top in the Institutional Investor survey in the Economics and Strategy category until he was listed tenth, just ten years ago. Not many analysts do that once; Robinson did it a decade in a row.
Blending Finance and EdTech
Robinson founded a new technology for education called “TheInvestmentAnalyst.com” in 2023. It was a straightforward yet ambitious concept: to bring institutional-level skill to anyone at any place, using state-of-the-art technology.
The platform was quickly recognized, as it received several innovative awards in EdTech Digest and Acquisition International. In 2024, he released what he described as an AI-rolled learning mechanism in which digital cloning and AI agents were used to deliver one-to-one training. Now, that is, training tailored to each coach individually. Perhaps Robinson created a pathway for students in London, Lagos, and Los Angeles to learn with him, even when he was not present in the room. Interestingly, Robinson has mentored around 25,000 individuals: analysts, associates, and portfolio managers in major financial institutions. And this is an impressive number so far.
Robinson always reinvented himself and found ways to manage education and innovative technology together. Many professionals make a difference in the world through their expertise, but a person who made a massive difference is Robinson. His “TheInvestmentAnalyst.com” continues to expand and impact the world of finance and education.