Richard went to Wellington College and then on to Victoria University where he completed a Bachelor of Science degree, Master of Science (Honours) and a PhD in Inorganic Chemistry. Whilst writing his thesis on reaction kinetics for his Ph.D. Richard worked at Mobil Oil New Zealand Limited. Upon obtaining his PhD, Richard continued to work for Mobil full time in a range of capacities. He also had an extensive overseas assignment with Mobil at their UK domiciled international research laboratory at Coryton.
Richard has a keen interest in outdoors having been an active member and committee member of the Wellington Sky Divers Club and the Tararua Tramping Club. Richard has also served as the treasurer of the Wellington branch of the New Zealand Institute of Chemistry. A feature of Richard’s office is a marine reef aquarium. He and Alison have adventure kayaked with icebergs in both the Antarctic (2015, 2016) and Arctic (2017) regions and enjoy overseas travel.
Richard is one of the most highly qualified investment advisers in New Zealand. His analytical skills, discipline, ability to think clearly and rationalise brings a superior level of skills to LYFORDS and to its client base than what many other financial advisers in New Zealand can provide.
Richard has the ability to make what may appear at first to be complex ideas easily understood.
Lucy has extensive experience in marketing, sales and administration and has worked with Lyfords since 2013.
Lucy is responsible for client care and support, administration services, supporting the directors and extensive communication with UK pension providers in relation to clients transferring their UK pension funds into New Zealand QROPS approved schemes.
Lucy has a Bachelor of Business majoring in Marketing.
Damon has over 15 years' experience in the wealth management industry, and is a Chartered Financial Analyst. Damon's career path has included exposure to a boutique wealth management firm, a national advisory dealer group and a 'fund of hedge funds' company. Working in these differing businesses has provided him with a unique perspective across the wider investment and advisory industry in New Zealand.
Damon is chairman of the Consilium Investment Committee.
He has a B Comm. majoring in Economics and Operations Research from University of Canterbury and, after joining the wealth management industry, went on to complete a Post Graduate Diploma in Business Studies (Personal Financial Planning) through Massey University. As a CFA® charterholder, Damon is bound by the CFA Institute’s Code of Ethics and Standards of Professional Conduct.
Mitchell has over 10 years’ experience in investment management, returning to New Zealand after a number of years working in Hong Kong as a Quantitative Analyst and Risk Manager for funds across a broad range of investment strategies. Mitchell’s professional career has focused on financial modelling and data analysis, with significant experience in tracking, monitoring and reporting on the performance of recommended investments.
Mitchell holds a Bachelor of Science (majoring in Statistics) and a Bachelor of Commerce (majoring in Management Science) from the University of Canterbury.
Ben has worked in the wealth management industry for over 10 years. Prior to moving to New Zealand, Ben was Chief Operating Officer at Index Fund Advisors, an advisory firm with $2.2 billion of funds under advice. His career has also seen him undertake the role of senior economic consultant, and economic manager for the Qatar Economic Free Zones.
Ben is an Accredited Investment Fiduciary AIF© and has a BA in History and Economics from University of California and is an Authorised Financial Adviser.
* Our external investment committee is provided by Consilium NZ
Consilium NZ provides support and consultancy services to investment advisers, engineering evidence-based investment models to provide investors with access to proven sources of higher long term expected returns. Consilium's investment solutions are audited annually to meet the requirements of the Centre for Fiduciary Excellence (CEFEX), which establishes global best practice standards for investment selection, monitoring and reporting. As the only New Zealand company certified for support services by CEFEX, Consilium provides critical external investment and adviser support to the New Zealand investment community. The Consilium Investment Committee advises on the prudent management of over a billion dollars of New Zealand wealth.