Based in Henley-on-Thames, Richard Underwood leads the Delegated Oversight Team’s for EMEA based Investment entities. In this role, he ensures, as part of a multi-faceted risk and oversight approach, that the investment risks of the investment teams are understood and are considered appropriate by our Board’s and Client’s. Richard is a member of several governance committees including Product, Operations, Risk and Fund Boards, bringing over 30 years of  experience in Front Office Investment.

Richard started his career at Norton Partners, a high net worth financial planning business, after graduating in 1992. He then joined Invesco in 1993, working within the Portfolio Management department and looking after private client and institutional fund-of-fund portfolios before moving to a newly created Chief Investment Officer’s department in January 1998. In 2000 he became Head of Investment Oversight where he aided the CIO in all aspects of performance and risk issues including facilitation of the CIO Challenge process.  

Richard earned a BA Honours in Financial Services and holds the Investment Management Certificate.

Job title: Investment Director, EMEA
In group: 32 Years
Experience: 33 Years
Location: Henley on Thames
Team: Investment Oversight