Richard offers clients a valuable combination of certainty and flexibility. Having spent over 20 years in the industry with major firms, Macquarie and UBS Wealth Management, Richard has the experience and confidence of an established investment adviser. However, at the same time, he possesses an open mind and a desire to continually learn and grow. As a result, Richard’s clients get the best of both worlds-an investment adviser with a proven track record and the ability to keep up with the industry as it evolves over time. For him, the greatest satisfaction comes from establishing substantial client relationships, and working collaboratively to share a positive wealth management experience.
An early interest in financial markets led Richard to first study a Bachelor of Business majoring in Accounting and then a Graduate Diploma of Applied Finance and Investment. After starting his career at JB Were in 1997, Richard was soon given the opportunity to join Hartley Poynton as an associate investment adviser. Wealth Management was immediately attractive to Richard, and he has continued to build a loyal client base at Macquarie Equities and UBS Wealth Management. In 2016, Richard joined a group of his UBS peers in forming LGT Wealth Management Wealth Management as a Partner.
