Richard Wayne-Wynne

What attracted you to a career in wealth management?

I started in the City of London as a management trainee with Robert Fleming & Company before joining Credit Suisse Private Banking as a fund manager. I later became an Investment Director with Laing & Cruickshank, which was acquired by UBS in 2004, before leaving to become one of the founding Partners of Vestra Wealth. In 2012, I was recruited by Brooks Macdonald Asset Management to grow its private client business before finally moving to Quilter Cheviot in April 2019. I have over 30 years of private client investment management experience and work closely with professional advisers and solicitors and accountants. I have sat on various investment committees and am also a Chartered Member of the Chartered Institute for Securities and Investment (CISI).

How do you approach your role on a daily basis?

I strive to build a strong relationship with my clients and their families and enjoy creating bespoke portfolios designed to meet their financial goals. I have experienced various economic cycles in my career and understand that clear and precise ongoing communication is key. I enjoy investing in the world’s best companies and rely on the extensive research provided by our team of industry analysts.

What are your interests outside of work?

Outside of work I am interested in a variety of sports including football and rugby and am an active member of a local tennis club and gymnasium. I enjoy travelling and reading, have a passion for history and politics and am attempting to broaden my knowledge of wine.