Key Personnel - Richard List

The investment of our client portfolios and funds is the responsibility of a team of highly experienced investment professionals. The team has on average over 20 years of individual investment experience and many have worked together for a number of years.

We place the same emphasis on management and support functions. Whether involved in the day to day management of the business, or in the direct administration of our clients’ portfolios, high standards of industry experience and practical knowledge are central to our team approach.

Richard List - Director, Private Clients
  • Richard List
  • Director, Private Clients

Richard joined the company in 2007 and manages discretionary portfolios on behalf of private clients, trusts and charities.  He is a member of the International Client Committee and manages a number of portfolios for such clients and for US persons in particular.  He was previously a member of the UK private clients team at Credit Suisse Private Banking where he advised high net worth private clients and trusts from 2001. He started his career in 1997 at Deloitte & Touche Private Clients working in the investment department before becoming an Investment Manager and a member of Deloitte's Investment Committee with responsibility for international mutual fund selection.  Richard graduated from The University of Nottingham with a BSc (Hons) degree in Chemistry. He is a Fellow of the Chartered Institute for Securities & Investment (CISI) having passed the CISI Diploma. Richard also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning.