Nick Lamb
Investment Manager
Bristol
What attracted you to a career in wealth management?
My journey began over two decades ago in London, where I trained and qualified as an Investment Manager, eventually becoming a Chartered Wealth Manager responsible for a diverse client base, including individuals, trusts, charities, and corporate accounts. My expertise lies in Discretionary Fund Management (DFM) and portfolio management, focusing on ISAs, SIPPs, and Offshore bonds. My passion is helping clients build lasting wealth and relationships, especially in challenging financial climates.
How do you approach your role on a daily basis?
I'm dedicated to providing personalised service and helping clients achieve their financial goals. I have been managing investments on a discretionary basis for individuals, trusts, charities, and corporate clients for over 25 years. My role involves making investment decisions, monitoring portfolios, and ensuring diversification to optimise client outcomes. I prioritise open and honest communication, working closely with clients to align investments with their objectives. Building strong, lasting relationships of trust is at the core of what I do.
What are your interests outside of work?
Outside of work, my passions include travelling to less explored parts of the world and cycling. I support a local charity called PROPS which involves an annual cycling event from Bristol to Bordeaux to raise funds for a great cause.