I have responsibility for one of the largest London teams, comprising several other investment managers together with our valued support staff. I also maintain and cultivate a long standing client book, both directly introduced, and via a network of high quality professional contacts. Other roles include membership of several of the firm’s key investment committees (Asset Allocation and UK Stock Selection) as well as management responsibilities (Investment Oversight Committee).
Nick has been involved in the industry for over 25 years. Initially with Foster & Braithwaite and its merger with Quilter Goodison and evolution to Quilter & Co Ltd, with various parent companies (including Morgan Stanley and Citigroup) eventually becoming Quilter Cheviot, under the ownership of Quilter. Throughout this time he has managed a range of direct, trust, pension and offshore bond portfolios.
Nick has an Economics degree and is an Associate of the Society Investment Professionals (ASIP) – part of the UK CFA Society. He is also a Chartered Member of the Securities Institute (MCSI) and a Chartered Wealth Manager.
Nick has three teenage sons who keep him and his wife busy in a variety of ways. Some of them not always planned. Outside of that, living close to the Suffolk coast he enjoys some sailing, fishing and gardening when time permits.