Richard Cole, Cfa

Richard Cole, Cfa Email and Phone Number

Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios. @ Future Money
london, england, united kingdom
Richard Cole, Cfa's Location
Tring, England, United Kingdom, United Kingdom
About Richard Cole, Cfa

Fund manager at Future Money with responsibility for a range of four fund of funds. Managing diversified multi asset class portfolios with asset allocations made on a global basis. Interpretation and analysis of the current macroeconomic environment is key to my role and this, coupled with detailed fund research and the extensive training I gained through earning the CFA designation, allows me to take a balanced and long-term view when investing client assets.With responsibility also for business development I am looking to build the profile of these strong performing funds which are aimed at financial advisers and their clients.I have held responsibility for private client and model portfolio management and was also previously the senior member of a successful research team which included the coordination, training and supervision of a team of analysts.

Richard Cole, Cfa's Current Company Details
Future Money

Future Money

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Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios.
london, england, united kingdom
Employees:
3
Richard Cole, Cfa Work Experience Details
  • Future Money
    Fund Manager
    Future Money Aug 2013 - Present
    London, United Kingdom
  • Margetts Fund Management Ltd
    Senior Analyst
    Margetts Fund Management Ltd Nov 2009 - Aug 2014
    Birmingham, United Kingdom

Richard Cole, Cfa Skills

Fund Of Funds Portfolio Management Investment Management Investments Mutual Funds Asset Allocation Investment Strategies Performance Attribution Wealth Management Asset Management Research Model Portfolios Tactical Asset Allocation Morningstar Direct Analytics Lipper

Richard Cole, Cfa Education Details

Frequently Asked Questions about Richard Cole, Cfa

What company does Richard Cole, Cfa work for?

Richard Cole, Cfa works for Future Money

What is Richard Cole, Cfa's role at the current company?

Richard Cole, Cfa's current role is Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios..

What schools did Richard Cole, Cfa attend?

Richard Cole, Cfa attended The University Of Birmingham, Queen Elizabeth Grammar School.

What skills is Richard Cole, Cfa known for?

Richard Cole, Cfa has skills like Fund Of Funds, Portfolio Management, Investment Management, Investments, Mutual Funds, Asset Allocation, Investment Strategies, Performance Attribution, Wealth Management, Asset Management, Research, Model Portfolios.

Who are Richard Cole, Cfa's colleagues?

Richard Cole, Cfa's colleagues are Edward Mensah, Alan Johnston, Balkrishna Pandey.

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