Nick Bedford, CAIA in

Nick Bedford, CAIA

Critic · DISC type C
Investment Advisor at NFG Partners SA
📍 Zurich, Zurich, Switzerland

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
15 Years
Current Role
Investment Advisor
Location
Zurich, Zurich, Switzerland
Personality Overview

How Nick shows up

Precise
Negotiator
Objective Thinker

Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Nick cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2024
Investment Advisor
NFG Partners SA
7-2019 - 10-2023
Investment Advisor
Mirabaud Group
10-2016 - 6-2019
Investment Analyst
Barclays Wealth Management
3-2014 - 10-2016
Private Banking Executive - UK RND
Barclays Wealth Management
1-2013 - 3-2014
Client Service Executive
Independent Wealth Manager
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2021 - 5-2022
Alternative Investments
CAIA
2020 - 2020
Derivatives Level 4
The Chartered Institute for Securities & Investment (The CISI)
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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