Spear’s Review

Nicholas Grant manages investment portfolios for HNW individuals and families, charities and onshore and offshore structures, typically on a discretionary basis.

The Canaccord Wealth senior investment director subscribes to the philosophy of ‘inflation-plus investing’, using multi-asset, equities and fixed interest portfolios to deliver returns against inflation – plus a little extra. ‘And that bit you want to add depends on how much risk you’re willing to take,’ he continues.

Grant prides himself on his high client referral rate and on being a ‘safe pair of hands’, as well as a proactive investor. ‘Service, to me, is [about] maintaining high levels of contact with your client. It’s ensuring that they believe in the process that they are buying into, and trusting you with their wealth,’ he tells Spear’s. It’s an attractive offering – particularly during times of market volatility.