Wealth (text and bird) V2

Blackfinch Wealth brings access to global investing with a disciplined approach to risk management.

Available exclusively through advisers, our Managed Portfolio Service (MPS) is designed to protect and enhance client relationships and outcomes.

The MPS gives clients access to a range of sophisticated and actively managed risk-rated portfolios, specifically designed to combat inflation.

Product literature coming soon

RICHARD COOK FOUNDER AND CEO
Richard has been Chief Executive Officer of Blackfinch since 2009. He has been involved in the structuring and management of investment assets for over 14 years. Richard conceptualised and launched the Blackfinch brand and has overseen the growth and expansion of the company within the UK retail market. Previously, Richard worked in senior banking roles within Merrill Lynch and the Bank of New York.

RICHARD SIMMONDS PARTNER & CIO
Richard has 15 years’ senior experience in financial services with extensive project, corporate finance and fund management experience across multiple asset classes. Richard holds an Executive MBA from IE Business School, the Certificate in Discretionary Investment Management, and the Diploma in Financial Planning. Prior to joining Blackfinch, Richard held roles at NatWest, FTSE and Credit Suisse in London and New York.

GARETH DEACON PORTFOLIO MANAGER
Gareth co-runs the Blackfinch Wealth Managed Portfolio Service. Gareth has 12 years’ experience in investment management, with expertise in the construction of mainstream investment products for clients and intermediaries. He holds the Diploma in Investment Compliance as well as certificates in Bond & Fixed Interest Markets and in Private Client Investment Advice and Management. He is a chartered fellow of the Chartered Institute for Securities & Investments and has achieved Chartered Wealth Manager status.

 

ALEX SUMNER PORTFOLIO MANAGER
Alex co-runs the Blackfinch Wealth Managed Portfolio Service.
He brings nine years’ investment management experience, with a strong track record in managing private client portfolios and working closely with financial advisers. Alex holds the certificate in Private Client Investment Advice and Management as well as the Investment Advice Diploma. He is a chartered fellow of the Chartered Institute for Securities & Investments and has been recognised as an industry high flier, featuring in Citywire’s ‘Top 30 under 30.’

 

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Call us on 01684 571 255

Email us at enquiries@blackfinch.com

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Whether you have an initial query, a question on an investment, or would like to arrange a meeting, feel free to get in touch however is convenient for you.

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