Nick Travis

Partner, Head of Entrepreneurs, Investment management

Areas of expertise

Integrated wealth management; entrepreneurs.

Experience

Nick assists a broad range of clients in structuring their long-term financial plans and discretionary portfolios.

He works closely with tax and financial planning professionals to ensure that all elements of a client’s wealth (often including their businesses) are considered.

Nick’s client base is broad and includes entrepreneurs, angel investors, NEDs, C-Suite Directors, and charities. Nick is particularly focused on supporting business owners in structuring their personal financial affairs while they grow and eventually exit their businesses.

Notable achievements

  • Named in PAM’s 2017 ‘40 under 40’.
  • Named in Citywire’s 2014 and 2015 ‘30 Under 30 in Wealth Management’ lists.
  • Awarded Outstanding Mentor of the Year by the Worshipful Company of Information Technologists for his work with entrepreneurs.

Professional qualifications/memberships

Chartered Member of the Chartered Institute for Securities & Investments (CISI).

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