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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Tom Richards

Photo of Tom Richards

Head of Wealth Management, Isle of Man

I am an experienced portfolio manager and investment advisor with over 15 years’ experience working in international financial services.

I lead the portfolio management and stockbroking teams in the Isle of Man (IoM). We provide discretionary portfolio management, execution-only dealing and advisory stockbroking for IoM and international clients and their advisors. Our clients include private individuals, personal pensions, corporate pensions, companies, offshore and charitable trusts, funds, family offices and governments.

My drive every day is for us to look after our existing clients and their investments to the best of our ability and for our award-winning team to continue to service and grow our client base on the IoM and internationally.

I hold a BA(Hons) in History from the University of York, an MSc in International Banking and Finance from the IoM's Business School and I am a Chartered Fellow of the Chartered Institute of Securities and Investment.

After serving in the Royal Air Force as a commissioned officer and pilot, I have lived on the Isle of Man since 2007.

Location: Isle of Man

A bit about me:

Living on the Isle of Man we are lucky to have the most beautiful countryside and beaches. When not in the gym, I love exploring these with my wife and three young children as well as socialising in the local community.

What does can-do mean to me:

You could call it an ethos, an approach, or an ideology. We simply call it can-do.

Can-do is a mind-set and way of life. It's doing and being the best that we can in addition to working as a team in order to offer the highest level of service and expertise to our clients and contacts.

Contact:

+44 1624 690120
07624 245676
View Tom Richards's profile on LinkedIn

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