Along with my partner James, we provide access to the entire range of investment solutions at Goldman Sachs for private clients. These include Traditional Portfolios of stocks and bonds (both passive and active), Options and Structured Note managed strategies, Trading and Private Markets. We have a small number of clients, which is why our minimum account size is £10m.
About me:
Since 2007, I have been advising founders, executives and families how to manage capital effectively. Sometimes the best solution is the simple one; other times a more sophisticated or esoteric solution may be required.
I have worked with those who have £10m, and I have worked with billionaires. I have worked with clients where the clear solution was simple low-cost EFT portfolio and I have worked with clients seeking access to duration hedging, volatility selling and single stock risk management - and everything in between. I try to listen very thoughtfully and to be led by what you actually need and what actually makes sense.
People speak to me for a variety of reasons, but here are some common issues that get them started:
1. They have a lot of cash and feel this should be put to work productively. However, they also worry about how to pick the right advisor and what to do with their money
2. Some feel the Wealth Management industry doesn't add value, and charges fees for returns they could achieve on their own. They are sometimes struggling to understand the difference between product and advice.
3. Moving into a different wealth bracket means access to more a solutions. But more options can be a source of confusion. Sometimes people want to stick with what they have, and sometimes they are wondering what the smart money is doing.
My approach is not for everyone: I will challenge you where appropriate and be candid if I am not the solution to your problem. I would rather politely decline than risk doing a poor job, and I can usually point you in the direction of someone who might be a better fit.
Professionally, I am Charted Fellow of the Charted Institute for Securities and Investments (CISI) and a two-time winner of the PAM Top 40 under 40 award in Wealth Management
Outside of work, I am a techie, a serial hobbyist and believe strongly in supporting talent from less privileged backgrounds. I am a husband and father to three boys and live in the country.
Why Goldman Sachs?
Industry leaders. Entrepreneurs. Philanthropists. Founders of iconic companies. Mission-driven institutions. Influential people and institutions across the globe rely on Goldman Sachs to support them in all they do.
By partnering with Goldman Sachs, clients gain unparalleled access to expertise, opportunity and each other. When you become our client, you’re not just joining a 150-year tradition of excellence.
You are joining a community of peers who share your aspirations, passions and commitment to making an impact.
Manages the investments of others using several strategies to generate a higher return for them and to grow their assets.
Checked on
28.03.2023
Checked on
17.11.2023
Private Client Investment Advice & Management (PCIAM) enables practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the cu...
Checked on
17.11.2023
Across the world, and across industries, an Individual Charter is recognised as a symbol of the peak of professionalism. Holding a Charter tells clients, colleagues and regulators that you have alread...
2022 and 2023
2019 - Wealth Manager
2020
Awaiting confirmation of PII
Verified Reviews
Nick has a unique skill that enables him to take a different and often superior approach to problem solving. This ability, combined with a masterful knack at simplifying complexity, means Nick is perfectly placed to work with a broad spectrum of clients with varying needs and deliver exceptional results.
Nick is integral in my wealth management. He is creative and clear with strategies. He is always available to discuss performance and where we can make improvements. I cannot recommend Nick highly enough.
I have known Nick for over five years. He is incredibly diligent and hard working and also acts in the clients best interest. I have a lot of interaction with the respective investment and private banking institutions and would strongly consider him the best in his field. I am happy to recommend him and would happily speak to a prospective client on his behalf.
Nick provides an excellent quality of service - his advice, whilst communicated simply and effectively, is always grounded in technical analysis with a clear rigour to the solutions proposed or advice being delivered. Based on our experience he would rank at the top end of private wealth management advisors and we would have no hesitation in recommending him to others.
Nick Morris is the best advisor I've ever dealt with. The quality of his advice is superb; balanced, holistic and always insightful. His communication skills and service levels are also the best I've experienced. He has an intuitive sense of how one wishes to revive communications and to what extent. He also asks, which many do not. Service is of the highest quality. There is never a communications breakdown and any issues are dealt with promptly and deftly. I have recommends Nick to others, without reservation and will continue to do so.
Nick is very personable and never further than a telephone call away. He is always so helpful with information and advise. We are very pleased with the management of our portfolio over the last year.
Nick Morris was my private banker for several years prior to his departure for Goldman. While young, he was an exceptional banker... his advice was invariably sound, and he was attentive, informative, and familiar with tax and legal issues (while not pretending to give formal advice) which was useful when considering my Trusts, capital and income accounts and inheritance issues.... Nick and I embarked on the wealth planning endeavour to create a transparent plan for my wife and seven children... this was a very complex exercise and I could not have achieved the successful final result without Nick's involvement. Sadly he departed prior to the end of the plan but the framework was very much in place by then. One of the most important aspect of a client relationship with his/ her private banker is the ability to provide concise advice, to listen and absorb what the client requires and to deliver solutions based on these requirements. What clients resist is being "sold" product, rather than providing relevant and useful advice ... Nick is brilliant at delivering this type of advice. As is obvious by my ratings and the above narrative is that I have a deep professional and personal respect for Nick. While I am currently well served at Citi Private Bk, I continue to miss Nick's involvement in my financial affairs.
No media uploaded.
No media uploaded.
No media uploaded.
Adviser contact details
We use cookies and similar technologies to help personalize content and offer a better experience. You
can opt to customize them by clicking the preferences button.
Click here to view the privacy
policy.