Experience

As an experienced investment manager, David specialises in managing a diverse range of investment mandates for private clients, corporate entities, pensions, charities, and trusts. His expertise lies in providing bespoke investment solutions tailored to the unique needs of high-net-worth families, entrepreneurs, and business owners.

Notable client work and achievements

2025 PAM NextGen Leaders List

Professional qualifications and memberships

Chartered Fellow of the Chartered Institute for Securities & Investment.
CISI Chartered Wealth Manager
CII Diploma in Financial Planning
CFA Investment Management Certificate