Richard Hughes, CFP, CIM

Richard Hughes is the Vice President of Latin America Coverage committed to a holistic and data-driven approach to wealth management for high and ultra-high-net-worth families. His philosophy is that effective portfolio management is inextricably linked with a deep understanding of a client’s entire financial picture, from advanced credit facilities and tax efficiency to succession planning and international considerations. He designs highly personalized strategies that reflect these broader needs, ensuring integration with his clients’ overall wealth preservation and transfer objectives. He also brings a wealth of experience in managing pension plans for unions and leading organizations, where his focus is on long-term capital preservation and growth to ensure the financial security of future retirees.

With 20 years of experience in wealth management, Richard has built a reputation for his thoughtful guidance and unwavering integrity. A portion of his career was spent in private banking, which provided him with specialized expertise in complex credit facilities for business owners and ultra-high-net-worth families. His background in both finance and computer science gives him a unique perspective, allowing him to blend a disciplined, analytical approach with the nuanced needs of his clientele. He holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations and is uniquely equipped to serve an international clientele.