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David Batchelor Investment management
Partner, Investment management

David Batchelor

Investment management

Areas of expertise

Private client investment management; UK general retail equities; Japanese open-ended collectives, family offices.


David joined the original Smith & Williamson business as a graduate in 2007, eventually becoming a Partner in 2021. He manages a book of discretionary portfolios for a wide variety of private clients across a number of structures including GIAs, ISAs, SIPPs and trusts. He has a particular specialism of working with retired professionals.

David also works alongside one of Evelyn’s senior Partners in assisting on large, multi-generational family accounts. As part of the investment process he is lead analyst for the global retail sector, and for Japanese funds.

Professional qualifications/memberships

David is a Fellow of the Chartered Institute for Securities & Investment (CISI).

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