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Profilo
Mr. Richard A. Fellows is a Director of Wealth Management at Berry Asset Management Plc.
He has over twenty five years experience of private clients gained in London and San Francisco.
He worked as a Consultant for Berry Asset Management before joining the company full time in April 2011 as Director of Wealth management.
Prior to this, he was the Head of Wealth Management at Fidelity.
Previously, he co-founded Fisher Wealth Management where he was the Managing Director.
His early career was spent as a stockbroker, investment manager, and merchant banker.
Mr. Fellows holds degrees in Economics and History and is a graduate of the Universities of Oxford, Cambridge, London, and Essex.
He is a Chartered Fellow of the Chartered Institute for Securities and Investment.
Precedenti posizioni note di Richard A. Fellows
| Società | Posizione | Fine |
|---|---|---|
Bordier & Cie (UK) Plc
 Bordier & Cie (UK) Plc Investment ManagersFinance Bordier UK’sinvestment process is designed to contain risk and volatility to acceptable levels, and to ensure that client’s portfolio is managed within the risk tolerance agreed with them and their advisers at the outset. The firm makes active tactical changes to asset allocation in portfolios as conditions alter and uses funds extensively which offer wide diversification and a reduction in overall risk in their portfolios. They invest across a broad cross section of asset classe and use exchange-traded funds (‘ETFs’) to gain rapid, low-cost access to asset classes when appropriate. | Director of Investments | 01/08/2012 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
3
Relazioni di 1° grado
1
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Bordier & Cie (UK) Plc
Bordier & Cie (UK) Plc Investment ManagersFinance Bordier UK’sinvestment process is designed to contain risk and volatility to acceptable levels, and to ensure that client’s portfolio is managed within the risk tolerance agreed with them and their advisers at the outset. The firm makes active tactical changes to asset allocation in portfolios as conditions alter and uses funds extensively which offer wide diversification and a reduction in overall risk in their portfolios. They invest across a broad cross section of asset classe and use exchange-traded funds (‘ETFs’) to gain rapid, low-cost access to asset classes when appropriate. | Finance |
