As a Portfolio Manager in the Private Wealth team, Nick works with families to help reach their goals and build a solid financial future through tailored, tax efficient and client-focused investment management. Whether it’s a business ‘liquidity moment’, retirement planning, inheritance tax considerations or simply saving for the future, Nick works closely with his clients and their other advisors to ensure they have a clear structure for achieving their financial objectives.
Nick joined W1M in 2026 having previously been a Partner at Evelyn Partners (formerly Smith & Williamson). He began his career at the firm in 2010 on the graduate training scheme and after qualifying as a Chartered Accountant, switched to Investment Management.
Nick is a Member of the Institute of Chartered Accountants in England and Wales (ICAEW) and a Fellow of the Chartered Institute for Securities and Investment (CISI). He graduated (BSc Hons) from Bristol University.
