David Gregson

Experience

David manages a wide range of investment mandates for private clients, corporate entities, pension funds, charities, trusts, offshore portfolios and also specialises in providing bespoke investment solutions for business owners and sports professionals. David is qualified as a Chartered Wealth Manager and has a substantial network of professional intermediaries across multiple sectors.

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