Director, Wealth Management Adviser
Richard is responsible for managing and advising on investment portfolios from a broad segment of High and Ultra high net worth clients including private clients, family trusts, NGO’s and IWI, on a discretionary basis. He enjoys working closely with clients developing bespoke portfolios that are tailored to achieve their specific investment goals. He believes fostering strong long-term partnerships with his clients to be essential to optimum portfolio outcomes.
Richard joined Jarden in January 2020. He has over 25 years’ experience in financial services, working in both New Zealand and the United Kingdom. Prior to joining Jarden, Richard was an Executive Financial Advisor with Westpac NZ Private Wealth Management providing investment solutions to larger investment clients across Central North Island. Prior to moving to New Zealand Richard spent 20 years in the London markets with 12 years as Portfolio Investment Manager at Credo Capital plc and 8 years at stockbroker Merchant Securities Limited, (now Sanlam UK).
He is a former Chartered Fellow of the UK Chartered Institute of Securities and Investment and holds a number of industry qualifications including the CISI Diploma and the Investment Management Certificate, IMC. He is an Authorised Financial Advisor, AFA and is a MyFiduciary NZ, Accredited Investment Fiduciary® designee, AIF®
On weekends Richard enjoys spending time with his family. He is a keen windsurfer, in a minority hailing Wellington’s windy reputation. He also enjoys skiing and motorcycling.
Phone: +64 4 474 4402