Michael Tory | Investment Banker


Michael Tory is a Co-founder of Ondra LLP and serves as its Chairman. Previously, he served as head of UK investment banking for Lehman Brothers Inc. and has been a Senior UK investment banker of Lehman Brothers Holdings Inc. Michael Tory served as Morgan Stanley’s head of UK investment banking. He worked at New York-based Morgan Stanley for 10 years. Michael Tory has been an adviser to London Stock Exchange Plc and a member of Lehman’s European executive committee.

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Location: London, UK

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Michael Tory tells about the Importance of Financial Advisors

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Michael Tory said personal financial advisors provide advice on investments, property ownership, estate planning, and more to help people manage their finances and plan for the future. Personal financial advisors first determine a client's financial needs and risk tolerance and then help set short- and long-term goals. A financial advisor can also help you with complex financial issues, such as taxes, estate planning, and debt repayment, or help you with specific strategies for investing. A financial advisor can help you understand if you've invested enough if your investments fit your goals and risk tolerance, and what steps you need to take now to achieve what you want. Advisors can suggest improvements to your program to help you achieve your goals more effectively. Whatever your goals, a financial advisor can help you evaluate realistic goals and work with you to plan to achieve them.  Michael Tory says your advisor will evaluate your financial goals, investment timing, ...
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Michael Tory tells about the Role of Financial Advisors

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Michael Tory said Financial Advisors give clients expert advice about managing their money. To give financial advice, advisors need to be professionally qualified and comply with rigorous rules of the financial industry. Financial advisers can be generalists who can cover all aspects of a client's financial plans, or they can specialize in one or several areas, such as tax laws, investments, or debt payments.  Financial advisers require advanced knowledge of market performance and investment strategies, but also need to possess good interpersonal skills, as recruiting clients and offering guidance is a significant portion of the job. They also can be tasked with helping clients build long-term budgeting plans, which are based on their income, their individual spending needs, and outstanding debts. Financial advisers assist clients with planning their short-term and long-term financial goals, including buying a home, paying for a child's education, and retirement. Michael Tory ...
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