2004 - 2007 Manager Private Bank @ NATIONAL BANK OF NZ PRIVATE BANKING
2003 - 2004 Client Support @ PERPETUAL TRUST
Lucy Ritchie 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
Postgraduate Diploma in Business (Postgraduate Diploma in Personal Financial Planning)
2004 - 2007
University of Canterbury
Bachelor of Commerce (Economics)
1999 - 2003
University of Canterbury
Bachelor of Science (Psychology)
1999 - 2003
CeFA2
Lucy Ritchie Skills
Wealth Management
Pensions
Investments
Asset Managment
Strategic Financial Planning
Relationship Management
Financial Services
Negotiation
Investment Management
Portfolio Management
Lucy Ritchie Summary
Lucy Ritchie, based in United Kingdom, is currently a Partner at LGT Wealth Management. Lucy Ritchie brings experience from previous roles at LGT Wealth Management, City & Counties First Residential REIT PLC, 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 has 1 emails on RocketReach.
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