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Investment

Investment strategy

It's all in the mix

February 2011

David Richardson demonstrates how a segregated approach to portfolio construction is tailored to a charity’s specific requirements

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David Richardson

Author: David Richardson

David Richardson is an investment manager in the Rensburg Sheppards charities team.

He qualified as a chartered accountant in 1985 and then joined Phillips & Drew as a company analyst, before becoming a fund manager with Lazards in 1988.

He then worked for Clerical Medical and latterly with Société Générale managing investment portfolios for private and public sector pension funds, charities and trusts.

www.rensburgsheppards.co.uk

Click here for other articles written by David Richardson

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