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Our Services
We discreetly help those that could do with some help in the investment arena. From private tuition to pass your CFATM exams to an in-depth critical review of your portfolio that you hold with your bank or financial advisor. On a corporate level, we also help with education, sales effectiveness and process improvement.
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Consulting
We’re a small company operating in an enormous landscape. Nick, our CEO, has helped hundreds of high net worth and ultra high net worth investors to better understand their portfolios and potential investments, especially when it all seems so complicated… We partner with specialists in family law, cross-border experts and trust managers to help you navigate this potential minefield.
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Education
We have been educating clients in the workplace and in the classroom for over a decade. Executives responsible for an investment function without an investment background need our help. Families with wealth preservation worries may wish to use us to educate the youngest generation. Or simply ask us to help you understand better the language your financial advisor uses with you.
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Improvement
We specialize in helping organizations improve the overall knowledge of the financial markets, especially if their role is not one that involves day-to-day exposure to clients. Use BerryHodson to help educate your compliance, administrative and back-office staff to better understand the concepts and frameworks within which their colleagues operate.
WHY USE US?
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Highly experienced
With over 25 years’ experience in the financial industry, from London to Geneva to Gibraltar to Zurich, we have advised hundreds of clients on their investments.
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Personal and discrete
Our service is always personal, discreet and often on a 1-1 basis. Our aim is to help you identify your goals and then achieve them.
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Knowledgeable
We can help untangle the unnecessary jargon that fills the financial world. And we can critique your portfolio and offer advice on how to better align it to your needs.
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Flexible
We also help relationship managers and investment advisors on how to improve their communication skills and therefore their effectiveness in front of clients.
CEO
Nicholas Hodson is a Chartered Financial Analyst (CFA) with over 25 years of experience in global financial markets.
He became a Chartered Financial Analyst in 2001, and has held senior positions at Mercury Asset Management, Merrill Lynch, Lloyds Bank, Credit Suisse, private investment firms and BerryHodson.
Nicholas has also developed a bespoke learning plan for Régent CFA Finance Camp.