Derek Mcnish
Derek Mcnish
Senior Investment Director
Derek Mcnish
Senior Investment Director
Glasgow
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients' risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.
My priority is to help my clients and IFA partners' clients achieve the best returns on their investments by constructing a portfolio to meet their current position, requirements and financial objectives. This is achieved by working closely in conjunction with our IFA partners. I specialise in portfolio construction for clients prior to retirement, post retirement and in managing IHT related portfolios designed to reduce inheritance tax liabilities. To ensure the best possible outcome for clients I work closely with our extensive in-house research team to identify suitable investments, matching clients' risk profiles and objectives to investment portfolios that aim to deliver excellent growth over the longer term.