Teams at Nicola Wealth

Support the investment monitoring for the Nicola Global Infrastructure Fund, analyzing financial performance and preparing portfolio reports while managing data and stakeholder reporting.

The Director, UHNW Segment will define, build, and execute the Ultra High Net Worth strategy while ensuring operational excellence and cross-functional collaboration.

The Wealth Planning Associate supports Wealth Advisors with financial planning, client management, and preparation of investment portfolios while ensuring exceptional client service in a dynamic environment.