Chief Executive Officer
Richard is a fellow and holds the Personal Charter for the Chartered Institute for Securities and Investment and was President of the Jersey Branch of the CISI from 2009 to 2011.
He has over seventeen years experience in the finance sector including seven years as a discretionary portfolio manager specialising in solutions for trustees. He has a thorough and practical understanding of effective portfolio and risk management having managed money.
Richard previously held positions with Barclays Private Bank & Trust, the Royal Bank of Canada and Matheson Securities.
Richard is a Special Advisor for the STEP Private Client Awards and is an Associate Member of the Chartered Institute of Arbitrators