Areas of expertise
Charities; family office; private clients; defined contribution and defined benefit pensions; self-invested personal pensions & small self-administered schemes; trusts; other small institutions.
Experience
Nick has over 33 years of investment experience, including working for two family offices and as an investment analyst. He is a specialist in managing money for larger and more complex client mandates. Nick is a member of the Corporate Responsibility Committee, the Investment Process Committee, the Asset Allocation Group and he chairs the Stewardship and Responsible Investment Group. He writes and presents widely, typically on charity and responsible investment matters.
Professional qualifications/memberships
Business studies honours degree and member of the UK Chartered Financial Analyst Society and the Securities Institute.
