Manager Private Bank @ NATIONAL BANK OF NZ PRIVATE BANKING
Client Support @ PERPETUAL TRUST
Lucy Ritchie's Education
CFA UK
Certificate in ESG Investing
2020 - 2020
Chartered Institute for Securities and Investment
Private Client Investment Advice & Management
2016 - 2016
Chartered Institute for Securities and Investment
Investment Advice Diploma (ACSI)
2014 - 2015
University of Canterbury
Bachelor of Commerce (Economics)
1999 - 2003
University of Canterbury
Bachelor of Science (Psychology)
1999 - 2003
CeFA2
Lucy Ritchie's Skills
Wealth Management
Pensions
Investments
Asset Managment
Strategic Financial Planning
Relationship Management
Financial Services
Negotiation
Investment Management
Portfolio Management
Lucy Ritchie's Summary
Lucy Ritchie, based in London, GB, is currently a Non Executive Director at City & Counties First Residential REIT PLC, bringing experience from previous roles at LGT Wealth Management, Vestra Wealth LLP, Barclays Wealth and ANZ. Lucy Ritchie holds a 2020 - 2020 Certificate in ESG Investing @ CFA UK. With a robust skill set that includes Wealth Management, Pensions, Investments, Asset Managment, Strategic Financial Planning and more, Lucy Ritchie contributes valuable insights to the industry. Lucy Ritchie has 2 emails on RocketReach.