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Ioan Roberts

Head of Life Settlement Trading

Ioan Roberts

Ioan is currently Head of SL's US Life Settlement (LS) trading function, encompassing both secondary and tertiary market trading activity. Since joining SL in 2004, Ioan has taken a leading role in the pricing, negotiation and acquisition of over 2,000 LS policies, representing a combined face value in excess of $3 billion.

During his twelve years at SL, Ioan has developed and nurtured an extensive network of relationships across the US LS marketplace. He is a recognised expert in his field, known throughout the LS broker\provider communities - as well as to existing portfolio owners - including globally recognised investment banks and private equity houses.

In addition, Ioan has been instrumental in the creation of SL's American Traded Life Automated System (ATLAS). He has managed a number of key projects to implement enhancements to the system; optimisation of the bidding interface, intelligent IRR valuation functionality and secure online submission portal; all of which enhance the level of service and value that SL delivers to our clients.

Ioan has an honours degree in Business and Finance from Liverpool John Moores University and benefitted from nine years' experience with regional private client investment management companies prior to joining SL. He holds the Certificate in Securities; the Chartered institute for Securities and Investment (CISI) Diploma; and is a Chartered Fellow of the CISI, as well as a Chartered Wealth Manager.   

In his spare time Ioan enjoys keeping fit, regularly attending the gym, cycling and playing football. He is also a keen golfer and currently plays off a handicap of six.

To make contact with Ioan, e-mail info@slinvest.co.uk      linked in 

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