Richard Burden specialises in helping advisory partners reduce risk and streamline their business operations through outsourced investment management with CGWM. He works closely with partners who manage substantial assets under management but face growing regulatory, governance, and operational demands that strain internal resources.
Richard assists these firms by designing and implementing structured investment overlays using the CGWM Funds, enabling advisers to maintain strong client relationships while reducing administrative and compliance burdens.
His work empowers partners to focus on core business activities such as client acquisition, financial planning, and long‑term relationship building, rather than day‑to‑day portfolio oversight.
Richard’s consultative approach blends deep product knowledge with practical commercial insight, ensuring that solutions are both operationally robust and strategically aligned.
