Richard Nicholas

Executive Director

Richard has extensive international experience as a portfolio manager in the UK, Hong Kong and Australia, looking after private and institutional clients.

After training with Deloittes in London, Richard gained his investment experience with the Rothschild family, and then UBS Wealth Management.

Richard was the founding research director at S&P Fund Research, before being appointed Investment Director at Hill Samuel Pacific in Hong Kong, managing Asian and international portfolios for private clients and
HK institutions.

In 1998 in Australia, Richard was an Associate Director with ANZ Private Bank , before founding the business in 2003.

Richard is a fellow of UK Chartered Institute for Securities and Investment and has a diploma in Financial Planning from the Deakin University program.