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Nick Russell

Nick Russell

Senior Investment Director

London

+44 (0)20 7597 1234

About me

I manage investment portfolios on behalf of high-net-worth individuals, families and institutions. I specialise in onshore and offshore portfolios, including trusts, corporate funds, charities and pension funds; ensuring that family portfolios are efficiently structured and working closely with experienced tax advisors. I also specialise in UK Tier 1 investor visa portfolios and have an extensive understanding of the requirements of international clients, working closely with specialist international advisors.

Specialisation

Portfolio Management

Background/Experience

Having studied money, banking and finance at the University of Birmingham, I started my career as a business valuation analyst within KPMG’s corporate finance and tax teams. I then subsequently moved into investment management with Morgan Stanley Quilter and HSBC Global Asset Management. I sat on investment committees at each company and while at HSBC, specialised in managing portfolios for UK families and international investor visa applicants.

Qualifications

I’m a member of the Chartered Institute for Securities and Investment, having completed the Diploma in Wealth Management with a Distinction in Fund Management. I’ve also achieved the national award for excellence in private client investment management.

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

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