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.
Nick has over 30 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 Smith & Williamson Asset Allocation Committee, the global stock team, and sits on the SWIS Executive Committee.
Business studies honours degree and member of the UK Chartered Financial Analyst Society and the Securities Institute.