Nick Richardson

Nick Richardson Email and Phone Number

Providing bespoke Investment Management solutions for clients @ Charles Stanley & Co. Limited
london, greater london, united kingdom
Nick Richardson's Location
Cambridge, England, United Kingdom, United Kingdom
Nick Richardson's Contact Details

Nick Richardson work email

Nick Richardson personal email

About Nick Richardson

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.

Nick Richardson's Current Company Details
Charles Stanley & Co. Limited

Charles Stanley & Co. Limited

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Providing bespoke Investment Management solutions for clients
london, greater london, united kingdom
Employees:
710
Nick Richardson Work Experience Details
  • Charles Stanley & Co. Limited
    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.

Nick Richardson Skills

Investments Financial Markets Trading Portfolio Management Securities Financial Services Equities Investment Management Stock Market Fixed Income Electronic Trading Asset Allocation Structured Products Bonds Vba Analysis Etfs Stockbroking Cf30 Derivatives Stocks Microsoft Excel Microsoft Office Equity Trading Ms Office Mathematics International Equities Wealth Management

Frequently Asked Questions about Nick Richardson

What company does Nick Richardson work for?

Nick Richardson works for Charles Stanley & Co. Limited

What is Nick Richardson's role at the current company?

Nick Richardson's current role is Providing bespoke Investment Management solutions for clients.

What is Nick Richardson's email address?

Nick Richardson's email address is ni****@****ail.com

What are some of Nick Richardson's interests?

Nick Richardson has interest in Science And Technology, Children, Education.

What skills is Nick Richardson known for?

Nick Richardson has skills like Investments, Financial Markets, Trading, Portfolio Management, Securities, Financial Services, Equities, Investment Management, Stock Market, Fixed Income, Electronic Trading, Asset Allocation.

Who are Nick Richardson's colleagues?

Nick Richardson's colleagues are Laura Ballantyne, Timothy Smith, Luke Sherwin, Michael Blake, James Turner, Katy Freeman, Karis Davison.

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