Profil

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).

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Gestionnaire de Portefeuille-Actions 01/11/2008
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