Richard Flax

Evaluator
DISC Type : CDS

Chief Investment Officer at Moneyfarm Ltd

London, England, United Kingdom

Overview

Richard Flax is the Chief Investment Officer at Moneyfarm, where he leads portfolio management and construction. His career spans over three decades, with senior portfolio management roles at PIMCO and Goldman Sachs, and an early start as an economist at Morgan Stanley. He holds a CFA charter, an MBA from Columbia Business School, and an MA from Johns Hopkins SAIS.



He transitioned from global economics to a distinguished career in portfolio management at some of the worlds leading financial institutions.

Personality Overview

Thorough Evaluator

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Topics They Care About

Strategic Asset Allocation
As CIO, this is his core responsibility. He frequently discusses building robust, long-term portfolios based on risk management and macroeconomic fundamentals.
Digital Wealth Management
He is a leader at a digital-first investment firm and often speaks on how technology can provide institutional-style portfolio management to retail investors at a lower cost.
Long-Term Investing
In interviews, he consistently emphasizes a multi-year wealth-building approach over chasing short-term market performance, aligning with Moneyfarm's philosophy.

Media Appearances

Richard has no verified media appearances

Work History

10-2016
Chief Investment Officer at Moneyfarm Ltd
4-2011 - 5-2015
Senior Vice President, Portfolio Manager at PIMCO
8-2001 - 1-2011
Executive Director, Portfolio Manager at Goldman Sachs
1998 - 1998
Fixed Income Analyst at Fleming Asset Management
1995 - 1998
Economist at Morgan Stanley

Education

1999 - 2001
MBA from Columbia Business School
1992 - 1994
MA from Johns Hopkins School of Advanced International Studies (SAIS)

More Information

Social Presence :

Prographics :

Exp : 26 Location : London, England, United Kingdom Job Level : Leadership Designation : Chief Investment Officer at Moneyfarm Ltd
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Insights For Selling To Richard

During A Call Or A Meeting

DO's

  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Showcase how you can impact results but also make sure that you share detailed information too
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid making strong statements, instead invite them to agree with you by asking them questions
  • Don’t focus on relationship, focus purely on the merit of your product
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Richard is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Richard

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Richard move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Richard take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Richard

Personality Compatibility


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