T: +44 (0)20 3740 8389
Richard joined the team in 2017 and his role includes portfolio management for both private clients and charities as well as contributing to investment research of equities and coordinating our processes for cash and bond management.
He previously worked as an investment advisor at Quilter Cheviot Investment Management and a trainee investment manager at Cheviot Asset Management from 2011.
Richard is CFA® Charterholder and Member of the CFA Institute, a Chartered Wealth Manager and a Member of the Chartered Institute for Securities & Investment. He holds a BSc in Economics and Finance from the University of Bristol.
Investment experience: 10 years