Richard is a Portfolio Manager. He looks after direct client relationships, focusing on discretionary portfolios for individuals, pensions and trusts. He is a member of the International Client Committee and specialises in managing portfolios for US persons in particular. He works closely with external advisers including offshore trustees, financial planners and investment consultants in order to achieve the optimum investment solution for his clients. He also advises a number of wealthy families, helping them to manage their assets across the generations.
Richard is a Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning. He graduated from The University of Nottingham with a BSc (Hons) degree in Chemistry and joined the company in 2007, having previously worked at Credit Suisse and Deloitte & Touche.
