Richard joined SORBUS in April 2014. Previously a Divisional Director with Brewin Dolphin, one of the largest wealth management companies in the UK.
Richard is a Chartered Fellow of the Chartered Institute for Securities and Investment (CISI) and a Chartered Wealth Manager with over 29 years experience in managing private client assets with particular expertise in high return equity portfolios. Richard has developed an investment strategy and process relying on encyclopedic knowledge of the UK quoted universe that has accumulated over this period allied to rigorous quantitative and qualitative analysis. Richard is a specialist in this field and is dedicated to sustainable outperformance.