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David Goebel Investment management for you and your family
Investment Strategist

David Goebel

Areas of expertise

Multi-asset strategy, asset allocation, quantitative analysis


David joined Evelyn Partners (formerly Smith & Williamson) in March 2018 to work in the investment strategy team with a focus on the firm’s asset allocation process. He spent the previous 5 years at Kleinwort Benson, where he was responsible for quantitative processes for asset allocation, bond selection, commodities and FX in the investment policy committee. David graduated from the University of Exeter with a degree in Pure & Applied Mathematics in 2006 before starting his career at Barclays and becoming an investment manager at Charles Stanley.

Professional qualifications/memberships

CFA Charterholder, Chartered Fellow of the CISI

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