Richard Flax in

Richard Flax

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Chief Investment Officer at Moneyfarm Ltd
📍 London, England, United Kingdom

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.

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Experience
26 Years
Current Role
Chief Investment Officer
Job Level
Leadership
Location
London, England, United Kingdom
Personality Overview

How Richard shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Richard cares 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.
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Career

Work history

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

Media appearances

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Education
1999 - 2001
MBA
Columbia Business School
1992 - 1994
MA
Johns Hopkins School of Advanced International Studies (SAIS)
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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