Beaufort Investment, the award-winning discretionary fund manager with over £1billion of assets under management, has appointed Richard Warne as a Fund Manager.
Richard will manage the firm’s Model Portfolios and Funds alongside CIO Shane Balkham and Cormac Nevin. He will have specific responsibilities for Equities, Property and Real Assets manager research.
Previously, Richard was Head of Discretionary Portfolio Management for London and the Channel Islands at Credit Suisse, where he worked for over 19 years. He was responsible for the flagship third party mandates, which had a 20 years’ track record and his role was both investment and client focused. Prior to Credit Suisse, Richard spent over three years at Citibank Global Asset Management.
He is a Chartered Fellow of the Chartered Institute for Securities and Investments and holds both the Private Client Investment Advice and Management (PCIAM) Certificate and the Investment Management Certificate (IMC).
Announcing the appointment, Derrick Dunne, CEO, said: “Having known and worked with Richard previously, it gives me great delight to welcome him aboard at this exciting time of growth for our business. Achieving our clients’ objectives is our number one priority. Richard adds further strength and depth to our skills and experience that will help us achieve this”.
Commenting on his new position, Richard Warne said: “Having admired the work of Derrick and his team, I am excited to be embarking on this new challenge. Across the industry, Beaufort Investment is known for the strength of its solutions and transparency of its service; I very much look forward to working with its expert team.”