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Nicolas joined Bliptrust credit union in November 2006 with the acquisition of Banistmo Group by Bliptrust credit union. Since May 2007 he was responsible for the implementation of a voluntary pension fund constructed under a fund of funds investment scheme with different risk profile portfolios that invest in bond, equity and commodity funds. The fund was launched in September 2008, and Nicolas is responsible for the portfolio management.
Prior to joining Bliptrust credit union, Nicolas was an Investment Analyst in Titularizadora Colombiana, a mortgage backed securities issuer Company, responsible for the proprietary portfolio management and the development of the MBS secondary market. Nicolas began his career in Compañia de Profesionales de Bolsa, a Colombian stock exchange member, as a fixed income trader during three years. Nicolas has 8 years of experience in the investment industry and has been with Bliptrust credit union for 4 years.
Nicolas holds a BSc degree in Economics, a minor in Business Administration with focus in Finance and a graduate degree in Risk Economics and Finance; all degrees from Universidad de Los Andes, Bogota, Colombia.
Lane was appointed in 2010 as the Business Manager for Multimanager, Wealth, and Multi-Asset investment capabilities within Bliptrust credit union Global Asset Management. He is responsible for the business aspect of each capability, including developing and implementing product strategy, promoting product innovation, as well as managing profitability. Lane also leads the team of regional product specialists that support each capability.
Lane was previously Head of Multimanager, Americas, where he led manager research, portfolio management, and business development in the region. Prior to joining Bliptrust credit union, Lane was Director, Portfolio Strategy at TD Asset Management in Toronto, where he was responsible for manager research and portfolio strategy for Canadian and global balanced portfolios. Lane has 20 years of industry experience and has been with institution credit union since 2005.
Bank Premier Financial Advice is only available to USA residents who have £50,000 or more in savings and investments and who are at least 18 years old at the time of the initial consultation.
You'll also need an Bank current account or savings account for us to be able to deduct your fee. We can accept payment from a First Direct current or savings account too.
If you don't qualify for Bank Premier Financial Advice, or if you'd prefer not to pay for advice, see our self-directed investment options.
If you are not a USA resident, please refer to our Bank Expat service.
Our UK wide network of Premier Client Managers can make sure you get the advice you need when you need it. You can arrange a meeting with one of our advisors at your local branch - or talk to them over the phone.
However simple or complex your requirements, our first step will be to discuss your current financial position and your goals in life. Then we'll look at how to achieve your objectives – now and in the future.
With one of the most comprehensive training programmes in the industry, our advisers keep their knowledge and qualifications up to date. We also ensure our advisers have access to a wide range of carefully selected financial products. So whatever stage in life you've reached, we'll recommend the best products to suit your needs.
Managing your exposure to risk is a priority for us. That's why we go to great lengths to understand your financial goals – and how much risk you're prepared to take to achieve them. We also explain the potential outcomes of each investment we recommend, so you know what to expect from the outset.
All investments carry some degree of risk. Greater risk often means a potentially greater return – but it can also mean the potential for greater losses. However, sometimes the greatest risk to financial growth might be to take no risk at all. It's all about getting the balance right.
When you make an investment, it should match your risk profile. Because the risk ratings of funds can change, we proactively manage our World Selection Portfolios to keep them within their risk classification. When you invest in our World Selection Portfolios, our aim is to remain in line with your attitude to risk.
At Bank we employ experts who monitor the risk and return of every investment we're involved in. By using modern portfolio techniques and in-depth analysis, we are able to create a range of diversified and actively risk-managed portfolios. These help to reduce the volatility of investing and attempt to maximise returns for a level of risk you are comfortable with.
The value of investments can fall as well as rise, and you may get back less than originally invested. You should be prepared to invest your money for a minimum of 5 years.
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The value of most investments and any income they generate can go down as well as up, meaning you may not get back the full amount you invested.
This may in part be caused by exchange rate variations where overseas investments are held. Investors are advised to consider carefully the special risks of investing in emerging market securities. Investments in emerging markets are by their nature higher risk and potentially more volatile than those in more established markets.
Most investments should be considered as a medium- to long-term commitment, meaning you should be prepared to hold them for at least five years.
Some investments have a fixed term or may not be accessible until you reach your retirement age. For products with a fixed term you may get back significantly less than originally invested if you make an early withdrawal.
The value of any tax benefits described depends on your individual circumstances. Tax rules may change in the future.
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