Profilo
Mr. Richard S.
Nixon is a Financial Planning Director at Investec Wealth & Investment Ltd.
His role is to work very closely with investment managers and their clients, understanding their needs and putting together suitable strategies.
This tends to build on and add value to the already strong relationships that the investment managers have with their clients.
Most of the planning he does involves tax mitigation via an array of investment vehicles including pensions, trusts, offshore investment bonds, Enterprise Investment Schemes and offshore structures.
In addition, he also work with the clients of the Private Bank.
These clients tend to include Lawyers, Private Equity partners, Barristers, Entrepreneurs as well as Chief Executives of various institutions.
Mr. Nixon joined Investec in September 2014 and have worked in financial services for about 20 years.
Prior to his current role, he worked for nine years at Gerrard Investment management which then became Barclays Private Bank before becoming Barclays Wealth and Investment.
His role there entailed working with investment managers and private bankers, dealing with their clients with a view to adding value to their current relationships from a wealth advisory perspective.
This would normally entail tax mitigation strategies to minimize income, capital gains and inheritance taxes via the use of wide array of investment vehicles and tax structures.
He is qualified by three different institutions to provide financial advice, including The Chartered Insurance Institute, the UK Society of Investment Professionals and The Securities Institute (now known as the CISI).
Precedenti posizioni note di Richard Stuart Nixon
Società | Posizione | Fine |
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Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds. | Gestore di Portafoglio-Azioni | 01/11/2008 |
Esperienze
Posizioni ricoperte
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Inattive
Società quotate in Borsa
Aziende private
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Aziende connesse in 1º grado
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Aziende private | 1 |
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Barclays Investment Solutions Ltd.
Barclays Investment Solutions Ltd. Investment ManagersFinance Barclays Investment Solutions Ltd. (BISL) is the investment management subsidiary of Barclays Bank Plc (Private Banking), the private banking division of Barclays Bank Plc (LON: BARC, ADR: BCS) in Great Britain. The firm was founded in 1992. They were previously known as Gerrard Investment Management Ltd. until 2017. BISL is headquartered in London and has offices throughout Great Britain where they manage investments for high-net worth individuals, charities, trusts, private clients and pension funds. | Finance |
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