Nick Travis

Portfolio Manager

Nick is a Portfolio Manager in our Private Wealth team.

Nick has spent his career helping business owners navigate the opportunities and complexities that come with building business and personal wealth that are intertwined.

His role almost always extends beyond portfolio management; he regularly introduces and coordinates advisors from different disciplines and firms to achieve a client's objectives - something that is key with a sale on the horizon, or in the rearview mirror.

Nick started in the industry in 2008, with Kleinwort Benson until he moved to Smith & WIlliamson in 2012.  He was promoted to Partner in 2015 and Head of Entrepreneurs in 2019.

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