Richard Cole, Cfa
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Richard Cole, Cfa Email & Phone Number

Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios. at Future Money
Location: Tring, England, United Kingdom 2 work roles 2 schools
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Current company
Role
Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios.
Location
Tring, England, United Kingdom
Company size

Who is Richard Cole, Cfa? Overview

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Richard Cole, Cfa is listed as Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios. at Future Money, a company with 3 employees, based in Tring, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Richard Cole, Cfa.

Richard Cole, Cfa previously worked as Fund Manager at Future Money and Senior Analyst at Margetts Fund Management Ltd. Richard Cole, Cfa holds Bachelor Of Science (Bs), Economics, 2.1 from The University Of Birmingham.

Company email context

Email format at Future Money

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Future Money

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Profile bio

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.

Listed skills include Fund Of Funds, Portfolio Management, Investment Management, Investments, and 12 others.

Current workplace

Richard Cole, Cfa's current company

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Future Money
Future Money
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
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2 roles

Richard Cole, Cfa work experience

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Fund Manager

Current

London, United Kingdom

Aug 2013 - Present
Team & coworkers

Colleagues at Future Money

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2 education records

Richard Cole, Cfa education

Education record

Queen Elizabeth Grammar School
FAQ

Frequently asked questions about Richard Cole, Cfa

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What company does Richard Cole, Cfa work for?

Richard Cole, Cfa works for Future Money.

What is Richard Cole, Cfa's role at Future Money?

Richard Cole, Cfa is listed as Multi-Manager Fund Manager. Asset allocation and fund selection for retail focused multi-asset fund of fund investment portfolios. at Future Money.

Where is Richard Cole, Cfa based?

Richard Cole, Cfa is based in Tring, England, United Kingdom while working with Future Money.

What companies has Richard Cole, Cfa worked for?

Richard Cole, Cfa has worked for Future Money and Margetts Fund Management Ltd.

Who are Richard Cole, Cfa's colleagues at Future Money?

Richard Cole, Cfa's colleagues at Future Money include Alan Johnston, Edward Mensah, and Balkrishna Pandey.

How can I contact Richard Cole, Cfa?

You can use AeroLeads to view verified contact signals for Richard Cole, Cfa at Future Money, including work email, phone, and LinkedIn data when available.

What schools did Richard Cole, Cfa attend?

Richard Cole, Cfa holds Bachelor Of Science (Bs), Economics, 2.1 from The University Of Birmingham.

What skills is Richard Cole, Cfa known for?

Richard Cole, Cfa is listed with skills including Fund Of Funds, Portfolio Management, Investment Management, Investments, Mutual Funds, Asset Allocation, Investment Strategies, and Performance Attribution.

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