Areas of expertise
Discretionary and advisory investment management. Private clients, including ISAs, SIPPs, trusts; corporate accounts; charities.
Richard began working in the industry in 2010, following an earlier career in management consultancy. He manages investments on behalf of HNWIs, charities and corporations, constructing portfolios to suit individual clients’ attitudes to risk and specific requirements.
Richard conducts research across a broad range of securities, primarily within collective investments. He joined Smith & Williamson at the start of 2016.
- Chartered Fellow of the Institute for Securities & Investment
- Chartered Wealth Manager
- Investment Advice Diploma