Nick Richardson Email & Phone Number

Thank you for viewing my profile.I have been working in the financial industry since graduating from University of Manchester in 2007 and joined Charles Stanley at their Cambridge branch in 2013, providing investment advice and managing discretionary portfolios for private clients, charities, trusts and pension schemes. I have been a fellow of the Chartered Institute for Securities and Investment and obtained personally Chartered status following completion of their Private Client Investment Advice & Management qualification in March 2013. I also sit on some of their exam panels, providing input and ensuring that exam content remains relevant and up to date.I am passionate about financial markets and individual companies, especially finding new investment opportunities and ideas for our clients. I also enjoy meeting new people and in addition to advising private clients, I am keen to build upon our existing intermediary relationships and develop new relationships over time.Outside of the office, I am a keen rower and can often be found either training at the local club or competing at local and national regattas. I also play a little golf from time to time and hope to improve my handicap at some point.

Listed skills include Investments, Financial Markets, Trading, Portfolio Management, and 24 others.

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  Senior Investment Manager

  Charles Stanley & Co. Limited

  Aug 2013 - Present - Cambridge, United Kingdom

  At Charles Stanley we provide a bespoke service to private clients, charities and trusts offering a range of services from execution only trading to full discretionary management.We tailor our advice to each individual client, using a range of model portfolios, research on global companies and asset allocation strategies as a guide. Ultimately the clients investment strategy and asset allocation is decided upon between the client and the Investment Manager at regular meetings and then monitored on an on-going basis to ensure they remain suitable and are performing as desired.