Nicholas Hall Email and Phone Number
I am a highly motivated, experienced and passionate Investment Manager and specialise in Discretionary Managed Portfolios, for private individuals, trusts, charities and self-invested personal pensions.Despite working within the industry for over twenty years I am still enthusiastic and enjoy helping my clients achieve their financial aims and objectives. I am currently an Investment Manager for EFG Harris Allday in Birmingham. EFG Harris Allday is the investment management and stockbroking division of EFG Private Bank Limited. Our origins in stockbroking can be traced back to 1834 and our experience built up over the years has enabled us to successfully guide clients through ever changing financial markets. I believe that good relationships are at the heart of investment management and offer the highest quality personal service, the best professional advice and access to the most effective financial solutions.I understand that the needs of our clients vary, from straightforward to complex and as part of the team at EFG Harris Allday I have helped developed our service propositions.When not at work it is all about rugby, boats (any) and the family and as a rule if I’m not in the Midlands there is a good chance you will find me in Abersoch North Wales. If after reading my profile, you believe I can be of any help to you, to achieve your financial goals or that of your clients, please do not hesitate to contact me. Nicholas.Hall@efgha.com0121 214 2275
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Senior Investment DirectorEfg Harris Allday 2020 - PresentBirmingham, England, United KingdomSenior Investment Director and Assistant Office Head (Birmingham) I construct bespoke investment portfolios to achieve client’s financial objectives. I pay close attention to individual’s financial circumstances to provide a more personal service allowing to develop a more intimate working relationship. I have sound knowledge of several different investments including Investment Trusts, OEIC’s and Unit Trusts, equities, bonds, structured products, property funds, hedge funds and multi-asset funds. Creating bespoke portfolios requires abilities which I have and continue to demonstrate, including analysing investments, managing risk, appropriate asset allocation, monitoring market trends and quantitive and qualitative research to help narrow down our investable universe.I regularly meet with fund managers and company executives. This is an extremely important part of selecting investments within portfolios and is an extra layer of due diligence before committing client’s capital to a new investment. I also regularly meet with fund managers and company representatives for updates. see less -
Investment ManagerEfg Harris Allday Jan 2015 - 2020Birmingham, United KingdomI construct bespoke investment portfolios to achieve client’s financial objectives. I pay close attention to individual’s financial circumstances to provide a more personal service allowing to develop a more intimate working relationship. I have sound knowledge of several different investments including Investment Trusts, OEIC’s and Unit Trusts, equities, bonds, structured products, property funds, hedge funds and multi-asset funds. Creating bespoke portfolios requires abilities which I have and continue to demonstrate, including analysing investments, managing risk, appropriate asset allocation, monitoring market trends and quantitive and qualitative research to help narrow down our investable universe.I regularly meet with fund managers and company executives. This is an extremely important part of selecting investments within portfolios and is an extra layer of due diligence before committing client’s capital to a new investment. I also regularly meet with fund managers and company representatives for updates. -
DirectorEfg Harris Allday Aug 2006 - Jan 2015Birmingham & WorcesterPrivate Client Investment Manager -
Assistant DirectorHarris Allday Jan 2002 - Aug 2006Birmingham, United KingdomAssistant to Partner Adam Martyn-Smith
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Dealer - Harris Allday StockbrokersHarris Allday Jan 2000 - Jan 2002BirminghamHarris Allday Stockbrokers - Dealer
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Business Development Assistant (Lending)Natwest Bank 1998 - 2000Birmingham, United KingdomAssisted a Business Development Manager (BDM) in the Business Lending Team. The role was to support the BDM and assist Small and Medium sized businesses in the Midlands.
Nicholas Hall Skills
Frequently Asked Questions about Nicholas Hall
What company does Nicholas Hall work for?
Nicholas Hall works for Efg Harris Allday
What is Nicholas Hall's role at the current company?
Nicholas Hall's current role is Senior Investment Director at EFG Harris Allday.
What are some of Nicholas Hall's interests?
Nicholas Hall has interest in Boats And Rugby.
What skills is Nicholas Hall known for?
Nicholas Hall has skills like Equities, Portfolio Management, Financial Services, Investments, Wealth Management, Fixed Interest, Banking, Fixed Income, Investment Management, Risk Management, Shares, Asset Allocation.
Who are Nicholas Hall's colleagues?
Nicholas Hall's colleagues are Fiona Clinton, Charlene Doughty, Janet Martyn-Smith, Alan Nichols, Cian Kennedy, Gordon Campbell, Martin Doughty - Dippfs.
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Nicholas Hall
Senior Lecturer, Fashion Business: Specialising In Circular Economy & Sustainable InnovationWilmslow2hotmail.com, mmu.ac.uk -
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3talk21.com, axa.com, axa.co.uk
2 +448702XXXXXX
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Nicholas Hall
London
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