“I have been working with some of my clients and their families for more than 20 years. Creating and developing those long-term relationships is very important.”
- Locations
- Birmingham
Nick is a Senior Investment Manager in the Birmingham office and heads up the Private Client Investment Management team. He constructs and manages portfolios of investments including UK and overseas equities, fixed interest securities, absolute return, infrastructure, structured products, unit trusts and investment trusts.
He acts mainly for high-net-worth individuals and families, utilising ISAs, SIPPs, trusts, bond and company structures or a combination of these. These are either direct clients or those of intermediaries such as independent financial advisers. He has an increasing focus on helping meet the investment needs and objectives of business owners during their career and after exit.
Nick began his financial services career 30 years ago for a high-street bank as a Financial Advisor. Before joining Brewin Dolphin in 2007, he was an Investment Manager/Adviser at BRI Asset Management. He is a Chartered Fellow of the Chartered Institute for Securities & Investment and a Chartered Wealth Manager.