Rick is driven by a belief that investment management can—and should—be better. Too many firms settle for imitation, copying each other rather than seeking real insight. At MKC Invest, he is committed to finding fresh investment talent wherever it exists, not just in the usual places, and building strategies that genuinely serve financial planners and their clients.
Since 2006, Rick has led investment teams and designed portfolios for major wealth management firms, including Sanlam and Quilter. His expertise lies in bridging the gap between financial advice and portfolio construction, ensuring investments align with investors’ real-world financial goals.
He takes leadership seriously and cares deeply about his team, believing that the best results come from fostering an environment where people are empowered to think, challenge, and improve. A CFA Charterholder for 15 years, he studied English Literature at the University of Liverpool before six years as a commissioned officer in the Royal Navy, serving on a range of surface warships and shore bases.
To speak to someone call 020 7702 4488 or email enquiries@mkc-invest.com.