Building your financial future

Nick takes a dynamic and individualized approach to help high net worth and ultra-high net worth clients address their financial needs.

One that combines knowledge, experience and acumen with a deep understanding not just of clients’ goals, risk tolerance, liquidity needs and objectives, but of their lives, families, interests and passions.

It is an approach based on "know how" and "know you", and truly reflects his philosophy of working closely with clients to help them live the lives they want and plan for the future.

Portfolio management is both an art and a science. Nick blends these elements by taking both a telescopic and microscopic approach to investing in order to meet the long-term and short-term goals of his clients. Risk management is the chief cornerstone of his practice.

What you can expect from me:

  • Learn what your current needs and goals are
  • Help you understand your existing situation and holdings
  • Analyze your circumstances and compare them to your goals
  • Assist you with your insurance and protection strategy
  • Assist you with your financial planning
  • Understand your comfort level regarding risk
  • Draw on our team of industry experts
  • Make recommendations based on your needs and goals
  • Prepare your personalized financial strategy
  • Monitor your plan regularly to ensure it stays on track
  • Confidentiality at all times

Recent Insights

Tariffs: A revenue win—but not a deficit fix

After a year of uncertainty, tariff rates have stabilized at lower levels than feared—and become a significant U.S. government revenue source. We assess the tariff landscape ahead of the Supreme Court’s important ruling.

Can Europe meet the moment?

The euro area defied expectations in 2025, delivering growth amid a challenging environment. Yet beneath this resilience, Europe has started to redraw its economic and strategic maps.

Trump Warshes his hands of Powell

President Donald Trump’s campaign to get rid of Fed Chair Jerome Powell culminated in the most likely outcome—simply nominating a replacement. With Kevin Warsh on track to be the next chair, we look at the potential economic and market impacts.

Crosscurrents buffet U.S. dollar and Treasury market

Global and domestic headlines have put the focus squarely on U.S. sovereign assets. We look at what steps investors should take in this time of shifting economic messages.