The US Model Portfolio Briefing | Spring Edition

Hosted by

• External speaker
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  Richard List Portfolio Manager @ W1M

  Richard is a Director and Portfolio Manager. He looks after direct client relationships, focusing on discretionary portfolios for individuals, pensions and trusts. He is a member of the International Client Committee and specialises in managing portfolios for US persons in particular. He works closely with external advisers including offshore trustees, financial planners and investment consultants in order to achieve the optimum investment solution for his clients. He also advises a number of wealthy families, helping them to manage their assets across the generations. Richard is a Fellow of the Chartered Institute for Securities & Investment (CISI) and he also holds the Chartered Insurance Institute Advanced Diploma in Financial Planning. He graduated from The University of Nottingham with a BSc (Hons) degree in Chemistry and joined the company in 2007, having previously worked at Credit Suisse and Deloitte & Touche.

• External speaker
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  Andrew Vaughan-Payne Business Development Manager @ W1M

  Andrew joined the company in February 2014 to focus on developing opportunities for private clients, trusts, charities and specialist mandates in the US and UK. Prior to joining us, Andrew spent 16 years working in institutional capital markets. Firstly at Smith Barney, then at Morgan Stanley where he worked for 13 years ultimately covering clients in the UK and Benelux as a Director and most recently for Lazard Capital Markets in London as a Director of US Equities covering UK and European clients. A graduate of York University in 1994 with a degree in Economics & History, he is also an Associate Member of the Chartered Institute for Securities & Investment (CISI).