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An ongoing commitment to client communication, education and guidance, ensures that we become a trusted partner through their investment journey.
Richard is Head of Investment Counselling for the emerging markets region. He joined Citi in 1998 and has worked in the Private Bank in both investments advisory and discretionary roles.
Prior to this role, Richard worked as an Investment Counselor in the UK team focusing on UHNW clients and in the emerging markets team, focusing principally on our largest and most sophisticated clients in Eastern Europe. He delivered investment solutions against a range of needs across all asset classes and sectors and successfully integrated a number of clients onto the wider Citi platform.
Before joining Citi, Richard worked for Panmure Gordon in convertible bond sales and then for Merrill Lynch in the prime brokerage department, covering institutional clients in EMEA. Richard graduated from Wye College, London University with a BSc in Business Management.
Working in partnership with our Private Bankers, our Investment Counselors are investment specialists who provide eligible clients with additional perspectives into the markets and asset allocation, as well as customized portfolio analysis, and timely and relevant opportunities.Contact us