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investment solutions.

Robert Desai – CIO

Robert Desai

Chief Investment Officer
Performance Track Record

Robert Desai, 62, is the Chief Investment Officer at Wellington Legacy, where he leads the firm’s investment strategy, market research, and portfolio allocation decisions. With over 35 years of experience in global markets—spanning commodities, options, equities, and macroeconomic analysis—Robert is the architect behind Wellington’s disciplined and forward-thinking investment approach.

As CIO, Robert oversees all trading strategies, with a particular focus on identifying asymmetric opportunities in energy, metals, and crypto options. His deep understanding of market cycles, geopolitical risk, and intermarket correlations allows him to position client portfolios with a blend of precision and adaptability.

Before joining Wellington Legacy, Robert held executive investment roles at multinational asset managers and proprietary trading desks. His ability to balance quantitative rigor with real-world insight has earned him a reputation as a strategic thinker and steady hand in turbulent markets.

Robert collaborates closely with the firm’s risk and operations teams to ensure alignment between strategy, execution, and compliance. His leadership continues to drive Wellington Legacy’s commitment to transparency, performance, and long-term value creation for clients across the globe.

Why
Choose Us?
Why Choose Us?

Why Choose Wellington Legacy?

At Wellington Legacy, we are more than just a boutique investment firm — we are your strategic partner in navigating the dynamic world of commodities and options trading. Since 2013, we’ve built our reputation on trust, performance, and a personalized approach to every client’s financial goals.

Extensive Knowledge

Investing provides a strong foundation

Extensive investing knowledge enables informed, strategic decisions by helping investors analyze trends, assess risk, and spot high-potential opportunities across asset classes.

Client-Centered

We understand each client’s objectives and risk tolerance

We prioritize active listening, personalized service, and trust to deliver tailored solutions, fostering lasting relationships and client confidence.

Customized risk-return profiles

Professionally managed commodities.

Customized risk-return profiles tailor investment strategies to match an individual’s or institution’s specific risk tolerance, financial goals, and time horizon.

Team Approach

We provide comprehensive and well-rounded client solutions.

We deliver comprehensive solutions that improve decision-making and provide effective, tailored strategies through thorough analysis.

Advanced Tech

Advanced technology in investment management.

Advanced technology uses data analytics, AI, and automation to boost decision-making, efficiency, and personalization in investment management.

Tailored portfolio solutions

Tailored portfolio solutions are customized.

Tailored portfolio solutions align with each client’s goals, risk tolerance, and time horizon.