Tom Richards
Head of Wealth Management, Isle of Man
About Tom
I am an experienced portfolio manager and investment advisor with over 15 years’ experience working in international financial services.
I lead the portfolio management and stockbroking teams in the Isle of Man (IoM). We provide discretionary portfolio management, execution-only dealing and advisory stockbroking for IoM and international clients and their advisors. Our clients include private individuals, personal pensions, corporate pensions, companies, offshore and charitable trusts, funds, family offices and governments.
My drive every day is for us to look after our existing clients and their investments to the best of our ability and for our award-winning team to continue to service and grow our client base on the IoM and internationally.
I hold a BA(Hons) in History from the University of York, an MSc in International Banking and Finance from the IoM's Business School and I am a Chartered Fellow of the Chartered Institute of Securities and Investment.
After serving in the Royal Air Force as a commissioned officer and pilot, I have lived on the Isle of Man since 2007.