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About us

JOINED UP FINANCIAL THINKING

About: Headliner

RiverPeak Wealth was founded in 2013 with a single mission: to be the one of the most respected financial advisory firms for clients seeking expert advice for their wealth.

 

We approach each of our clients with fresh eyes to develop customised, unique strategies.

 

Though we’ve grown since we began, we’re still the same at heart, service driven, client focussed and aiming to make our client's dreams a reality. We do this by offering a personalised, private-banking style service with bespoke portfolio management, investment analysis and financial planning expertise that's tailored to each of our clients' specific and unique needs.

So do get in touch with us today, to see how we might be able to shape your financial future.

Dan Mitchell

Assistant Manager

Noah Patterson

Programming Editor

Tess Anderson

Art Director

Olivia Walker

Editor in Chief

About: About

MEET THE TEAM

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Nick Parker

Co-Founder, Managing Director

(hardest worker by far)

Nick has been giving investment advice to clients for over 35 years. In the past has been Chief Executive Officer – Private Banking, for Banque Havilland, where he oversaw the growth of the Private Bank in Monaco, London and Luxembourg, Managing Director and part of the UK management team of Citi Private Bank, advising some of the UKs most influential individuals and families.

Before Citi, Nick was a Director of Barclays Private Bank, Investment Manager and Wealth Adviser at Merrill Lynch International Bank, as well as a Manager at Coutts’ head office in the Strand, London.

 

Nick is a Chartered Fellow of the Chartered Securities Institute and currently holds the Certificate in Private Client Investment Advice and Management.

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James Powell

Co-Founder, Managing Director

(keeps everyone in check)

James has over 25 years experience of giving financial planning and investment advice. James and Nick worked together at Banque Havilland, where James was a Director and was responsible for setting up and growing the bank’s London branch. Prior to this, James spent six years as a wealth structuring specialist and then a private banker at Citi Private Bank and was Financial Planning Manager for SG Hambros Bank.

James has also worked as a financial planning manager at a UK top 20 accountancy firm and prior to that at a national Independent Financial Advisory business.

James has a degree in Economics from Leeds University and holds the Advanced Financial Planning Certificate. He also holds the Mortgage Advice Qualification and the Investment Management Certificate.

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RPW%20NLP%202%20March%202021_edited.jpg

James Powell

Co-Founder, Managing Director

(keeps everyone in check)

James has over 25 years experience of giving financial planning and investment advice. James and Nick worked together at Banque Havilland, where James was a Director and was responsible for setting up and growing the bank’s London branch. Prior to this, James spent six years as a wealth structuring specialist and then a private banker at Citi Private Bank and was Financial Planning Manager for SG Hambros Bank.

James has also worked as a financial planning manager at a UK top 20 accountancy firm and prior to that at a national Independent Financial Advisory business.

James has a degree in Economics from Leeds University and holds the Advanced Financial Planning Certificate. He also holds the Mortgage Advice Qualification and the Investment Management Certificate.

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