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 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.
Professional qualifications/memberships
Business studies honours degree and member of the UK Chartered Financial Analyst Society and the Securities Institute.